finances Archives - Page 2 of 2 - Business RadioX ®

Chad Terpstra with People Helping People, Susan Boland Butts and Shannon Brabner with Hi-Hope Service Center, and Jesse Lirette with Skyview Atlanta

February 11, 2015 by Mike

Silver Lining in the Cloud

Chad Terpstra with People Helping People, Susan Boland Butts and Shannon Brabner with Hi-Hope Service Center, and Jesse Lirette with Skyview Atlanta

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Chad Terpstra, Susan Boland Butts, Shannon Brabner, Jesse Lirette, Dom Rainey

Chad Terpstra/People Helping People

People Helping People does not have a one size fits all platform like many other companies in the financial services and insurance industry regarding products and providers. This allows their associates to tailor a solution that best fits the client’s specific needs and future financial goals.

Shannon Brabner & Susan Boland Butts/Hi-Hope Service Center

Hi-Hope Service Center has a 55-year tradition of supporting individuals with developmental disabilities. Now focusing on adults, they provide support by connecting them with integrated opportunities for learning, work and leisure. They believe that individuals with developmental disabilities have inherent value with gifts and abilities to share. Without intentional engagement and support, these gifts may remain hidden and our community may never benefit from their contribution. These individuals are not only a vital resource to our community, but they enrich our lives.

Hi-Hope Service Center is promoting its 2nd annual Gwinnett’s Kids Got Talent Show. The event will be held on Saturday March 28, 2015 at 6pm at Central Gwinnett High School Theater in Lawrenceville, GA.

Jesse Lirette/Skyview Atlanta

Towering nearly 20 stories above Centennial Olympic Park, the Skyview Atlanta Ferris Wheel features 42 climate-controlled gondolas providing guests with breathtaking panoramic views of downtown Atlanta and the surrounding metropolitan area.

Those looking for an even more enhanced experience will enjoy our VIP gondola boasting Ferrari leather seats, glass floor and a longer flight time. And with its convenient location just steps from many of Atlanta’s most popular attractions, SkyView Atlanta is the perfect compliment to your downtown adventure. SkyView. You can see Atlanta from here.

THE EVOLVING ROLE OF A CFO – Ed Cordell

October 1, 2014 by Mike

On the Money

THE EVOLVING ROLE OF A CFO - Ed Cordell

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Ed Cordell discusses growth companies, business funding and the evolving role of CFO’s with Joe Moss, the president of Embassy National Bank.

Ed Cordell/CFO

Ed Cordell has been a financial leader for several growth-oriented companies in the Atlanta area over the past 20 years. In these capacities, he has developed successful financial strategies for rapid growth. This included mergers and divestitures, business planning, risk management and financial modeling in both private and publicly traded high-growth and high-tech companies.

The operations of small to mid-sized companies can always be more efficient through improved finance management, cost control, and employee compliance. Developing and inspiring high performing, multi-cultural teams, effectively partnering with business leaders and sponsoring change within the organization is key to the improvements. Ultimately, value creation and client satisfaction are key to the success of any business, large or small.

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Clarissa Nelson with Islanomics, Charlotte Baker with CB Training Services, and Darryl Baker with Baker Global Enterprises

October 1, 2014 by Mike

Silver Lining in the Cloud

Clarissa Nelson with Islanomics, Charlotte Baker with CB Training Services, and Darryl Baker with Baker Global Enterprises

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Clarissa Nelson, Charlotte Baker, Darryl Baker, Dominick Rainey — Clarissa Jennivee Nelson, Charlotte Baker, Darryl Baker, Dominick Rainey

Clarissa Nelson/Islanomics & EANI Consulting

Utizlizing the Fail-Safe Economic Development (FSED) strategy, Islanomics provides economic development services capable of creating activities that will generate practical comprehensive strategies for economic growth of island markets, resulting in major enhancements to positive job growth, local development, and foreign direct investments that will sustain an island economy.

EANI Consulting has provided economic development services in Europe, Africa, Canada and the United States. The success of FSED has been tested and proven over the years in island economies globally, including The Bahamas, rural communities and metropolitan areas within the United States.

Charlotte Baker/CB Training Services

CB Training Services provides effective quality training to individuals who need help coping with day-to-day challenges. Whether someone needs anger management help, anxiety reducing strategies or self esteem motivation, CB Training Services is dedicated to helping people succeed.

Darryl Baker/Baker Global Enterprises

Baker Global Enterprises shows families, individuals and small business owners how to change their life and leave legacies for generations to come. No matter what financial challenges you face – whether it’s debt, limited savings and investments, or lack of life insurance — they can be resolved successfully. By providing you with a better understanding of your financial situation and access to products and solutions that are appropriate for your specific goals, Baker Global Enterprises can help you achieve your dreams.

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

September 24, 2014 by Mike

Gwinnett Studio

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

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Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel — Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

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Reverse Mortgages and Paying for Home Health Care

September 12, 2014 by Mike

Gwinnett Studio

Reverse Mortgages and Paying for Home Health Care

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Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Dan Wolbe/Liberty Home Equity Solutions

One of the nation’s largest reverse mortgage companies. Liberty uses licensed local representatives to help seniors understand the potential benefit in unlocking their home’s equity. They discuss financial security for those that want to stay in their homes and the many ways reverse mortgage can improve their lives.

Nancy Bour/Synergy HomeCare of Metro Atlanta

When trusting someone to care for you or your loved one, it is important to have confidence in their passion to serve and their care giving skills. At Synergy HomeCare, they can help you to find the care you need as you age, recover from illness, or seek assistance during a difficult time. Let them take your worries away so that you can relax and enjoy quality time with your parent, your child, your friend, etc. They want you to have peace of mind and feel physically, mentally, and emotionally relieved. You are not alone and they can make caring for a loved one a pleasure.