financial planning Archives - Page 7 of 10

Insurance: What You Need to Know and How it Fits in Your Financial Planning

June 26, 2019 by Mike

Gwinnett Studio

Insurance: What You Need to Know and How it Fits in Your Financial Planning

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Adam Gaslowitz, Andy Siegel, Philip Kahn, Craig Frankel

Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance

Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of Insurance in New York. he is a Chartered Property & Casualty Underwriter (CPCU), a Certified Insurance Counselor (CIC), and an Accredited Advisor in Insurance (AAI).

Volunteering on behalf of Atlanta’s Jewish community, Andy has served on the board of Jewish Vocational Services, which merged with Jewish Family Services in 1995, and he remained as an officer during the year the two organizations combined. Over the past 20 years, Andy has also assisted the Jewish Federation of Greater Atlanta with their annual fundraising campaign. He has further served on the board of Ahavath Achim Synagogue since 2004, and has co-chaired the Greenfield Hebrew Academy golf outing for the past three years.

Philip R. Kahn, CPA/CFP, Kahnsulting Financial Planning

Philip Kahn CPA, CFP® of Kahnsulting Financial Planning is currently in his 17th year as a fee-only financial planner for small business owners and individuals where he helps his clients focus on documenting and achieving their (often changing) financial goals and objectives. He has experience in business transition, net worth and cash flow analysis, retirement planning, tax analysis and planning, charitable giving, insurance planning, and asset investment allocation analysis. Philip does not manage any of his client’s funds.

Philip spent his first five years working in public accounting with privately held business owners in the audit, consulting and tax areas; three years as a controller for a $70 Million distribution firm (and managed from $3M to $15M in investment assets); CFO for two entities and led the effort to refocus the businesses and created value that led to the sale of the entities to publicly held companies.

Philip has taught financial planning in Georgia Middle Schools and High schools (where financial education should begin!). He has been the Treasurer of a non-profit college funding entity, and continues to serve on the board. Philip is a native of Atlanta and a graduate of the University of Georgia Tull School of Accounting. He is an active CPA and CFP®.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Trusted Advisor Radio Episode 6

June 14, 2019 by angishields

Atlanta Business Radio

Trusted Advisor Radio Episode 6

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Talaya Parker, Executive Director of HomeStretch, Inc., is an entrepreneur and business leader with 30 years of success for leading people and managing operations. Talaya started volunteering at the age of 13 as a candy striper at the VA Medical Center (her mother was Lt. Col. in US Army). Talaya is a motivational speaker and mentor. She has spearheaded Business Resource Groups within Diversity/Inclusion, negotiated over $100M in corporate contracts, and has been a volunteer for over 30 years. She believes in inspiring people, innovating big idea and is an internal optimist. She is a change thought leader!

Aspiring Author and National Financial Educator, Sandra Weston, has over 20 years in the finance industry with a diverse background in accounting, investment analysis, commercial real estate lending and underwriting for secondary markets. Now serving as a co-creator of Credit Agent Plus Academy, an online platform that affords open access to wealth building principles and socially conscious programs that will help people create financial freedom online.

Follow Credit Agent Plus Academy on Twitter and Facebook.

About Your Host

Christopher Seabrook is the host of Trusted Advisor Radio and serves as a Financial Representative at Country Financial. He prides himself on working hard to provide the best possible service to his clients. Being able to help people is a central part of his life, and is happy to be of service to his clients and community.

Christopher also enjoys meeting new people and building one-on-one relationships. Open and honest discussions are an easy way for him to connect with clients and ultimately help them secure their financial security goals.

Follow Christopher Seabrook on LinkedIn, Facebook.

Financial Planning in Advance for Long Term Care

April 24, 2019 by Mike

Gwinnett Studio

Financial Planning in Advance for Long Term Care

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Adam Gaslowitz, Brent Eden, David Hultstrum, Craig Frankel

Brent Eden/Nease, Lagana, Eden & Culley, Inc.

Brent Eden is a Principal of Nease, Lagana, Eden & Culley, Inc. He joined Nease, Lagana, Eden & Culley, Inc. in 2011 after practicing law at Carlock, Copeland & Stair, LLP in Atlanta, GA.

Brent specializes in providing life insurance advisory services and customized, integrated planning solutions to families, business owners, corporate executives & other individuals of substantial income and/or assets. He also has experience in planning for privately & publicly held businesses, including key person & buy-sell agreement funding.

Brent recommends solutions that are in the best interests of his clients and match their overall planning strategies and objectives. He enjoys collaboration with his clients’ advisors and has a strong commitment to high quality service and innovative solutions.

Brent is extensively involved in many civic organizations including leadership roles and advisory and executive board memberships for various events and committees within the Jewish Federation of Greater Atlanta and the Atlanta Jewish Foundation. He is also a member of the Atlanta Beltline 67 (AB67), a group of leading young professionals who serve as advocates for the Atlanta BeltLine vision in support of the mission of the Atlanta BeltLine Partnership.

Brent obtained his law degree from the Georgia State University’s College of Law, focusing on estate planning and litigation, and holds a Bachelor of Arts degree in political science from the University of Michigan. He is a registered representative of M Holdings Securities, Inc.

David Hultstrom/Financial Architects

David Hultstrom is co-founder and chief investment officer of Financial Architects. He has earned a Master of Business Administration degree (MBA) and is a Certified Financial Planner® (CFP) and Chartered Financial Analyst (CFA). He has served as a local chapter board member of the Financial Planning Association and is also active in the Atlanta Society of Finance and Investment Professionals and the National Association of Personal Financial Advisors.

Mr. Hultstrom has also served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals. He has also taught in the Certified Financial Planner programs at several universities.

He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a monthly newsletter for his clients and others who are interested, and a quarterly e-mail publication for financial professionals with several thousand subscribers. He is the recipient of the 2015 HONORS Award for contributions to the financial planning industry from the Financial Planning Association of Georgia. In addition, he has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.

Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn. Dawn is a kindergarten teacher, cross country coach, and avid marathon runner. Their daughter, Alexandra, is a student at Furman University.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

SIMON SAYS, LET’S TALK BUSINESS: Wes Littlejohn with Marathon Financial Strategies and Derek Harp with The CyberList

February 21, 2019 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Wes Littlejohn with Marathon Financial Strategies and Derek Harp with The CyberList

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Wes Littlejohn/Marathon Financial Strategies

Wes has been in the financial services industry since 1996. He began his career providing audit and tax services, including jobs at Ernst and Young and The Coca-Cola Company. For over 14 years he has focused on providing financial planning services to individuals, families and small businesses. Wes believes in a long-term approach and values ongoing, trusting relationships. As a CFP® and CPA, Wes is qualified with the knowledge and capabilities to help clients with their investment and retirement planning needs. With his comprehensive education to handle all aspects of a person’s financial situation, Wes strives to design strategies designed to fit each client’s personal situation. For more info visit marathonfinancialstrategies.com

Derek Harp/The CyberList

The CyberList offers cyber security assessment services, training and a referral service to trusted third parties who can get appropriate cybersecurity work done for business leaders who generally do not have those contacts themselves. When you subscribe to The CyberList, you harness the best in the business who each have decades of experience with large and small companies alike in providing guidance and support in incident response, threat mitigation, penetration testing, business continuity planning, disaster recovery, employee awareness training, enterprise resource planning and more. Founded by Derek Harp, a former US Navy officer, serial entrepreneur of 25 plus years, a trusted leader in the field of cybersecurity and a founder of multiple SMB companies himself, The Cyber List allows you to gain access to balanced counsel and expert insights in all areas of cybersecurity.

BEST OF HEALTH Marie Burns with Paper Lifesavers and Focus Point Planning

December 27, 2018 by Karen

Best Of Health

BEST OF HEALTH Marie Burns with Paper Lifesavers and Focus Point Planning

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BEST OF HEALTH Marie Burns with Paper Lifesavers and Focus Point Planning

Paper Lifesavers, providing checklist books that just may “save your life” financially before and after major life events.

Marie Burns, a Certified Financial Planner (CFP) with insurance and securities licenses, has been advocating for clients as a financial advisor for close to 20 years. She is a member of the Financial Planning Association nationally and locally, 100+ Women Who Care, Ahwatukee Foothills Friends and Neighbors, and Mountain Park Church. Originally from Wisconsin, she has helped clients with their financial lives in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes and speaks and has her own practice with an independent Registered Investment Advisory firm. She enjoys cooking, reading, walking, hiking, Zumba and especially creating memories with family and friends.

Connect with Marie on LinkedIn and follow Paper Lifesavers Facebook.

WHY BEST OF HEALTH?

I am a Physician Assistant who has been caring for patients for over 20 years and Family Practice (cradle to grave) is my specialty.

Following the footsteps of three generations of family practice physicians (my father, grandfather and great grandfather) this was a natural and genetic calling that I do not regret.

Given this, I have a unique perspective and it’s time to share that perspective through Ask the PA. As a health care provider, teacher, business owner, patient, and advocate for my family and friends throughout the years, it has been painfully apparent there are disconnects within the current state of health care in the US and throughout the world. It can be confusing and frankly very scary.

It is my goal though this series, Best of Health, to bring people together that are passionate about their roles in the business of health care… and yes, whether or not you want to hear that it’s a business, it is — and that’s the fact. I will introduce to you great, dedicated practitioners and people with a passion for getting the word out about their personal journeys and causes. I will provide information about navigating through a confusing system, asking the right questions and share ways for saving money and time along the way.

It’s time to create change by partnering, empowering, and focusing on the patient, their families and their providers of care. It’s time for you to take the driver’s seat rather than leave your health care solely in the hands of entities such as insurance companies and the pharmaceutical industry.

Stay tuned. Here’s to your Best of Health.

~ Barb

ABOUT BARB

Barb is a Physician Assistant (PA) and a primary care provider with a passion for education and advocacy. Prior to becoming a Physician Assistant (PA), Barb was an accomplished musician and teacher. In 1992, Barb made the conscious decision to leave teaching and her musical career in pursuit of a career in medicine. She graduated from AT Still University’s first PA class in 1997 with a Masters of Science in Physician Assistant Studies.

Barb has spent several years working in clinics and family practices. Currently, Barb works for Premise Health at Insight Enterprises in Tempe, AZ as a solo practitioner providing primary care to employees and families on campus. She was also a partner in Renaissance Medical Group and Renaissance Medical Properties in Chandler and Maricopa, AZ and had a dual role of Chief Operations Officer and practicing PA for 14 years.

Along with being a PA, Barb is the author of the book Surviving the “Business” of Healthcare, Knowledge is Power! She is a certified Medical Professional Legal Consultant and Patient Advocate, speaker and influencer for change in healthcare for the patient, provider and family members. Barb is also certified by the National Commission of Certification of Physician Assistants and is an active member of the American Academy of Physician Assistants.

In her spare time, she loves to travel, maintaining an active lifestyle that includes running, biking, swimming. She loves to spend time outdoors with her family and friends, whether it’s walking on the beach or hiking in the desert.

For more information about Ask the PA and to connect with Barb:

Askthepa.com

Facebook: Ask the PA

LinkedIn: Barb Regis, M.S.,PA-C

Tucson Business Radio: EMPOWER U Episode 1

November 18, 2018 by angishields

Tucson Business Radio

Tucson Business Radio: EMPOWER U Episode 1

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The Rising Effect
3561 E Sunrise Dr Suite 131
520-271-7918
stephanie@therisingeffect.com

A business coach,author, and owner of The Rising Effect , Stephanie Rising has helped over 100 small business owners achieve greater leadership proficiency, profitability, and sanity. She specializes in the complexities of partnerships and family-owned companies, including personnel dynamics, strategic planning, operations, and marketing. Her book, DISC: Leverage Your Nature, Increase Your Sales, is available on Amazon.

Connect with Stephanie on LinkedIn and Facebook.

Arbonne International
3520 N Prescott Pl
Tucson, AZ 85750
520-370-3177
kyuska@comcast.net

Kasia Yuska is an independent consultant with Arbonne International, the number one global brand for healthy living inside and out. She is a global entrepreneur and marketing professional who is dedicated to showing others how to live a pure, healthy lifestyle. She has been happily married to her husband Howard Kessler for 25 years.

Connect with Kasia on Facebook and LinkedIn, and follow Arbonne on Facebook.

The Divine Sophia, LLC
520-409-2988
tabitha@thedivinesophia.com

Tabitha Danloe is a Professional Certified Coach and a Certified Professional Integrative Coach. She specializes in Business & Life Coaching and loves helping entrepreneurs to make more money and to help everyone to be more authentically courageous! While her friends say that she’s always been a Coach, she has been a Professional Coach now for over 3 years. She has over 13 years of experience in the world of entrepreneurship, business strategy, leadership, and sales. She works with a wide range of clients including startups to multimillion dollar brands and 15 year olds to 75.

She lives in Tucson Arizona with her husband Jared and her two fur babies Shadow and Scooby. She has written one book called Business Launch: How to build a business in 13 weeks and is working on her second book titled Serendipity where she takes us with her through her life changing adventures in Africa. When she isn’t busy helping entrepreneurs and empowering others, she can be found cooking, baking, hiking, napping, net-flixing, and African dancing.

Connect with Tabitha on LinkedIn and Facebook.

About Your Host

The Hopman Group, LLC
3561 E. Sunrise Drive
#131
Tucson, AZ 85718
(520) 326-1625

As a financial advisor with more than 20 years of experience, Pam Hopman, Founder and President of The Hopman Group, LLC, creates and grows wealth for her clients throughout the United States. On the personal financial planning side, she had created The Money Profile, a financial behavior analysis tool. With it and her planning process called “The Natural Financial Solution”, she creates conscious personalized financial solutions for every personality.

For businesses, she has a process called Take Flight that addresses the financial missteps made by a business that can, if not addressed and corrected, kill a business. She says “My team and I can’t help ourselves when we see something that can be made better, we have to speak.”

Connect with Pam on LinkedIn and Facebook.

RHINO NATION Networking Phoenix Founder Gelie Akhenblit with My Home Group Associate Broker Patrick Davis and Sigrist Cheek Potter and Huyser Managing Partner Howell Cheek

November 17, 2018 by Karen

RHINO-NATION-Networking-Phoenix-Founder-Gelie-Akhenblit-My-Home-Group-Associate-Broker-PatrickDavis-and-Sigrist-Cheek-Potter-Huyser-Managing-Partner-Howell-Cheek

Phoenix Business Radio

RHINO NATION Networking Phoenix Founder Gelie Akhenblit with My Home Group Associate Broker Patrick Davis and Sigrist Cheek Potter and Huyser Managing Partner Howell Cheek

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RHINO NATION Networking Phoenix Founder Gelie Akhenblit with My Home Group Associate Broker Patrick Davis and Sigrist Cheek Potter and Huyser Managing Partner Howell Cheek

Arizona is a great place to live and do business.

Learn about the many different growing and vibrant neighborhoods are in the state. How to connect and make great business relationships. Small business advantages in this state from a CPA’s perspective. Whether you’re thinking of moving to AZ or you already living here, you’ll learn a lot on this segment on what Arizona has to offer.

NetworkingPhoenix.com is the Valley’s one-stop-shop for professionals, entrepreneurs, small business owners, people in transition and anyone else looking to find networking events, chamber of commerce mixers, useful business seminars and leads clubs to grow their network.

Gelie Akhenblit is the CEO/Founder of Networking Phoenix, the largest professional organization in the Valley with over 40K members. She is who you engage with when you understand the value of that “one connection” that can change the trajectory of everything. Gelie consults business owners on strategic business development and relationship marketing, as well as facilitates high-level warm introductions and runs influence marketing campaigns through her own media channels. A seasoned presenter, one of Gelie’s favorite accolades was being invited to share her message on a TEDx stage. As her tagline goes “Who do you want to meet? I’ll introduce you.”

Connect with Gelie on LinkedIn and Instagram.

My Home Group is a Real Estate Brokerage Company in Arizona. They are the fastest growing Brokerage in Arizona and the 2nd fastest growing Brokerage in the United States, with over 1700 licensed Real Estate agents.

An experienced Real Estate Broker since 2005, Patrick Davis is committed to his clients best interests and to providing a smooth transaction before, during and after the sale of the home. His mission is simple; to provide a world class buying and selling experience to each of his clients, while ensuring the highest level of communication and the most advanced technology in the marketplace.

Since moving to Arizona from Oregon, Patrick has dedicated himself to learning and loving all things Arizona. Arizona has a healthy influx of people moving into the state to enjoy the enhanced quality of life that it provides. Patrick knows the trials of moving into a new environment and he can ensure a smoother and less stressful journey to your new neighborhood. He offers a complete concierge service to assist you in all your needs to quickly feel comfortable, connected, and settled.

Follow My Home Group on Facebook, Twitter and Instagram.

Sigrist, Cheek, Potter & Huyser, CPA’s is a full-service CPA firm specializing in small and medium-sized businesses. They combine big accounting firm experience with personal small-firm service. All of the partners have lived many of the challenges and opportunities faced by business owners. Areas of concentration include financial statement preparation, tax strategies for both business and individuals, and merger/acquisition consulting.

Howell Cheek joined Sigrist, Cheek, Potter & Huyser, PLLC as managing partner in 1998 after five years as President and CEO of a Tempe-based electronics manufacturing firm. Prior to that, Mr. Cheek was Chief Financial Officer for a major real estate acquisition and development company, as well as Vice- President, Tax Manager for a large financial institution. Mr. Cheek passed the CPA exam in 1983, and holds a Bachelor of Science-Business Administration degree and a Masters of Science degree in Accounting.

ABOUT RHINO NATION

Rhino Nation is a growing community of influential entrepreneurs and small business owners that share a common trait, they don’t walk, they don’t run, they CHARGE to their destiny. We acknowledge and celebrate their business expertise, leadership and fearless attitude to be victorious in their goals. Rhino Nation is committed to making powerful connections and providing enhanced exposure to broaden the reach and promote the extraordinary talents of our community members.

ABOUT YOUR SPONSOR

Rhino Online Strategies & eCreativity helps you free up your precious and limited time, as a business owner, to do what you do best….running and growing your business. Michelle Faust and her team partner with you to identify your content and marketing needs and provide you with fresh, innovative, dynamic copy that will effectively reach your target market, leading to increased customer engagement, a higher conversion rate, and increased sales.

Great content becomes the seeds of a bountiful business harvest, so you can cultivate and grow your business. We take the time to personally understand you and your company’s purpose, so your marketing message reflects who you are and speaks directly to your target market. Let us join you as part of your team. We’ll partner with you to develop powerful messaging strategies.

We strive to create an expansive mindset through education, marketing content and access to a talented team of business consultants. Our mission is to deliver cutting edge entrepreneurial support by providing engaging targeted messaging along with online business education, ancillary business services, and enhanced exposure.

Michelle has an extensive background in sales, marketing and public speaking, primarily in the pharmaceutical industry. When she left her corporate career, she shifted into the entrepreneurial world, combining her experience, talents and passions to reinvent herself. As a marketer and copywriter, Michelle thrives on discovering what motivates people into action and what their key emotional triggers are. Michelle and her team create powerful and targeted messaging that improve conversion rates and increase sales. Michelle loves to connect people through the power and beauty of the written word. her passion is helping people create a road-map to success, so they can fulfill their dreams and live their destiny.

For more about Rhino Online Strategies & eCreativity find them at www.rhinostrategy.com, on Facebook and LinkedIn.

Author and Financial Planner Marie Burns with Paper Lifesavers and Focus Point Planning

October 18, 2018 by Karen

Author-Financial-Planner-Marie-Burns-Paper-Lifesavers-Focus-Point-Planning

Phoenix Business Radio

Author and Financial Planner Marie Burns with Paper Lifesavers and Focus Point Planning

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Author and Financial Planner Marie Burns with Paper Lifesavers and Focus Point Planning

Paper Lifesavers, providing checklist books that just may “save your life” financially before and after major life events.

Originally from Wisconsin, she has helped clients with their financial lives in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes and speaks and has her own practice with an independent Registered Investment Advisory firm. She enjoys cooking, reading, walking, hiking, Zumba and especially creating memories with family and friends.

Connect with Marie on LinkedIn, and follow Paper Lifesavers on Facebook.

Mark Prior with M1 Strategic Capital

August 17, 2018 by Mike

Beyond The Cupola

Mark Prior with M1 Strategic Capital

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“Beyond the Cupola” allows invited customers, community, and team members of Oconee State Bank to have an opportunity to share their stories of success and inspiration, and/or how the Remarkable culture of Oconee State Bank has inspired them to mark lives in their own right.

Mark Prior/M1 Strategic Capital

Mark B. Prior is the founder and Managing Partner of M1. Mr. Prior has over twenty-five years of experience in fund management, alternative asset analytics, enterprise level senior management, and strategy formulation/implementation. He is also the founder of a financial technology SaaS company. Additionally, he was a co-founder and Chief Investment Officer of a mortgage fund where he developed and actively managed a national real estate debt investment fund that produced a high return on investment and managed a portfolio of both collateralized commercial/residential debt and real property. Before co-founding the fund in 2004, Mark spent more than a decade in the Fortune 100 manufacturing and forest product sectors which culminated in profit and loss responsibility for a $600 million business unit. He also has extensive experience managing projects in Asia, Europe and South America. Mr. Prior earned advanced degrees from Duke University (Master of Environmental Management) and Pepperdine University (Master of Business Administration).