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Cathy Hogan Smith, Founder & President of Cachet Cooperate Gift Services joins host Paul Webb

July 18, 2022 by Amanda Pearch

Forsyth Studio
Forsyth Studio
Cathy Hogan Smith, Founder & President of Cachet Cooperate Gift Services joins host Paul Webb
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On this episode of “The Retirement Planning & Wealth Management Podcast”, Host Paul Webb sits down with guest Cathy Hogan Smith to discuss retirement, investments, college readiness and 401k’s and much more.

                             Cathy Hogan Smith                                                                                    Paul Webb     

 

Cathy Hogan Smith | Founder and President of Cachet Corporate Gift Services has been the go-to gift service for major corporations in Atlanta and nationally since Cathy Hogan-Smith started her business in 1997. Cathy is an expert in design and marketing. She has won numerous awards as a gift designer, writer, instructor and trainer in the gift industry. Her clients have included CNN, Cox Media Group, Turner Broadcasting System, Auto Trader, the Atlanta Braves, the Atlanta Falcons, Williams Sonoma and the Marriott Corporation. Cachet’s award-winning design team specializes in unique creations, gifts are tailored to specific occasions or events and can include business logos.

                            

Host Paul Webb| President & Founder | Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business. They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

The Webb Wealth Advisors team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.
Visit webbwealthadvisors.com to learn about their full scope of services.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

 Produced by Amanda Pearch

Tagged With: 401K, amanda pearch, cachet corporate gift services, cathy hogan smith, Cumming, customer satisfaction, forsyth business radio, Paul Webb, retirement planning, wealth management, Webb Wealth Advisors

Rich Bartolotta with Schooley Mitchell Atlanta and Jay Millwood with Homestar Financial Corporation

October 8, 2019 by Beau Henderson

North Georgia Business Radio
North Georgia Business Radio
Rich Bartolotta with Schooley Mitchell Atlanta and Jay Millwood with Homestar Financial Corporation
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Beau Henderson, Rich Bartolatta, Jay Millwood

Rich Bartolotta/Schooley Mitchell Atlanta

Businesses are bombarded with offers on the latest technology, service or application every day. Schooley Mitchell helps clients make sense of their merchant services, telecom, small-package shipping, and waste removal services, allowing them to receive independent, objective advice that reduces their expenses by an average of 28%. At Schooley Mitchell, they’ve helped over 20,000 clients realize $340 million in savings. After spending 33 years in business executive leadership roles, Rich is thrilled to be applying his skills and experiences to help Schooley Mitchell clients achieve their business objectives. Since beginning operations in 2001, Schooley Mitchell has grown to become the largest independent expense reduction consultancy in North America with over 120 locations.

Jay Millwood/Homestar Financial Corporation

The Homestar Financial Corporation exists because of their relationships. Homestar’s purpose is to maintain a strong reputation as an honest mortgage company offering outstanding customer service, exceptional community relationships, and a high level of employee satisfaction. They strive as a company to meet the needs and wants of their customers, ensuring their arrival at “the easiest way home”.

Tagged With: consulting, customer satisfaction, customer service, expense reduction consultant, HomeStar Financial Corporation, mortgage, mortgage company, north georgia business radio, real estate, realtor, rich bartolotta, Schooley Mitchell Atlanta

Randy Winfield with the Winfield Realty Group

August 7, 2019 by Mike

Case In Point
Case In Point
Randy Winfield with the Winfield Realty Group
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Randy Winfield and Rick Strawn

Randy Winfield/Winfield Realty Group

Winfield Realty Group is a boutique real estate firm. They consistently strive to provide a “Concierge” and “Best-in-Class” personal level of service to their clients. Winfield Realty Group wants to exceed the expectations and goals of all their clients each and every time through accessibility, dedication, solid work ethics, honesty, integrity, and conscientious attention to detail.

 

Tagged With: customer satisfaction, customer service, downsizing, downsizing consultant, First Time Home buyer, Paradigm Security Services, radon testing, Randy Winfield, Real Estate Broker, real estate security, realtor, realty, Rick Strawn, security, soesbe's garage, Winfield Realty Group

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