financial planning Archives - Page 8 of 10

SIMON SAYS, LET’S TALK BUSINESS: Jerri Hewitt Miller & Dan Miller with Wealth Horizon and Debra Kline with Business Wise

May 18, 2018 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Jerri Hewitt Miller & Dan Miller with Wealth Horizon and Debra Kline with Business Wise

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Jerri Hewitt Miller, Dan Miller, Debra Kline, Al Simon

Jerri & Dan Miller/Wealth Horizon

Wealth Horizon is an independent financial planning and wealth management firm that acts in a fiduciary capacity for their clients. Partners Dan Miller and Jerri Hewett Miller have more than 45 combined years of experience in the financial markets. As a married couple, they bring a fresh and unique perspective to the clients they serve.

Debra Kline/Business Wise

For business-to-business sales and marketing pros frustrated with the size or quality of their opportunity pipeline in Atlanta, Georgia, Dallas, or Charlotte, Business Wise provides the answer. Since 1980 their local research team phone verifies critical demographic information on all of the businesses in the footprint area. BWise subscribers uncover hidden prospects to make successful connections in their local market.

Bryanna Davis with Saucehouse BBQ and Phillip Williams with McDermott Financial Solutions

May 15, 2018 by Mike

North Fulton Business Radio

Bryanna Davis with Saucehouse BBQ and Phillip Williams with McDermott Financial Solutions

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John Ray, Bryanna Davis, Phillip Williams, Mike Sammond

Bryanna Davis/Saucehouse BBQ

Saucehouse BBQ expanded to Atlanta from Athens in the Fall of 2017 and caters to the entire metro Atlanta area. Their catering packages are all inclusive with your choice of delicious smoked meats, homemade sides, bread, and nine different BBQ sauces. They can also include their famous sweet tea, homemade lemonade, or ice cold bottled water for any event.

Phillip Williams/McDermott Financial Solutions

McDermott Financial Solutions is your single source to help solve your financial needs by assisting business owners in navigating an ever-changing financial market to improve cash flow, establish working capital, and grow your business. They are seasoned financial experts with over 30 years experience in commercial banking, providing real life experience of the successes and failures to help business owners avoid the pitfalls of business ownership. The near collapse of the banking industry in 2009, combined with the increased regulatory compliance imposed on all banks, has made it difficult for business owners to obtain the necessary capital. Today’s business owners need a financial GPS, to help guide your business towards its growth goals.

Long Term Care Insurance: What Is It and Do I Need It?

March 28, 2018 by Mike

Gwinnett Studio

Long Term Care Insurance: What Is It and Do I Need It?

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Robert Port, Jason Lina, Harlan Graiser, Mille Baumbusch

Harlan Graiser/SignatureFD

Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client’s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD’s relationship managers in order to coordinate his work with the client’s core financial planning objectives. His insurance focus is mainly in the areas of life, disability, long-term care and fixed annuities. He has been a licensed insurance agent and broker for over 16 years and holds the CFP (Certified Financial Planner) as well as CLTC (Certified Long Term Care) designations. Harlan earned his undergraduate degree in engineering from Rensselaer Polytechnic Institute and an MBA from Xavier University in Ohio.

Before his career switch to insurance and financial services in 2002, Harlan worked as a management consultant for firms such as KPMG, Ernst & Young and Dove Consulting.

Jason Lina/Resource Planning Group

Jason Lina is a Partner, Lead Advisor, and Chief Investment Officer at Resource Planning Group where he advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance. He is a CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) with over 18 years of professional experience in the financial services industry.

Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College where he was captain of the golf team and a first-team Academic All-American.

Prior to joining Resource Planning Group, Jason was a Senior Advisor and Director of Research at DCA Global Wealth Management. He has experience as a fixed income credit analyst at Jefferson Pilot Financial and as an equity analyst for Sun Trust Bank and AIM Funds. He is a member of the Financial Planning Association, Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), and the Atlanta Society of Finance and Investment Professionals.

Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two sons.

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.

To watch the video of this show, CLICK HERE.

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

Remember to tune in 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

Retirement Planning for Overworked Business Owners

February 28, 2018 by Mike

Gwinnett Studio

Retirement Planning for Overworked Business Owners

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Craig Frankel, JP Curcio, Morgan Luddeke, Adam Gaslowitz, Richard Wilcox

Richard Wilcox/CRI

Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI’s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), Richard specializes in the areas of tax planning, retirement and estate planning and international tax issues.

J.P. Curcio/Bernstein Private Wealth Management

John-Peter Curcio (JP) is with Bernstein Private Wealth Management working out of the firm’s Atlanta office where he advises high-net-worth individuals and institutions regarding investment strategies. JP works closely with clients and their professional advisors on tax matters, estate planning, concentrated stock positions as well as the sale of privately held businesses. Before joining Bernstein, JP was with Sandler O’Neill + Partners where he began by helping build their New York Equities division after 9 11 and ended his time there as Head of Equities on the West Coast.

Prior to Sandler O’Neill, JP was a Vice President with Goldman Sachs in New York and London. JP earned a BA, cum laude, from St. Lawrence University in Canton, NY, and holds an MBA in finance, with honors, from Vanderbilt University’s Owen Graduate School of Management in Nashville, TN. In addition to his involvement with the Mt. Pisgah Church in Alpharetta, JP serves on the Board of Communities in Schools Atlanta and is a former Vice President of the Board of TPC in Tiburon, California.

Morgan Luddeke/Cohen & Caproni

Morgan assists individuals with their estate planning and probate needs, including advice on the use of wills, trusts, and family partnerships, planning for retirement, and estate tax and administration issues. In addition, Morgan advises clients on the many aspects of business planning. This includes representation of businesses and their owners through the various aspects of business, such as structural matters, mergers, acquisitions, dispositions, business succession planning, and other tax planning. Prior to joining Cohen & Caproni, Morgan worked at PricewaterhouseCoopers (PwC) in both the Investment Management and Real Estate tax group and the State and Local tax group where she gained an expertise in tax planning strategies.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

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

Remember to tune in 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

OPEN FOR BUSINESS: Elease Dillard with The Student Navigator and Cally D’Angelo with the Gwinnett Chamber of Commerce

February 24, 2018 by Mike

Gwinnett Studio

OPEN FOR BUSINESS: Elease Dillard with The Student Navigator and Cally D'Angelo with the Gwinnett Chamber of Commerce

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Mike Sammond, Elease Dillard, Cally D’Angelo

Elease Dillard/The Student Navigator

Months before her high school graduation, Elease Dillard made the tough decision to deny the opportunity to pursue playing college basketball and solely pursue academics instead. Considering the last-minute decision to not play college basketball, plus having a younger sibling graduating high school in two years, Elease concluded that she would pay for college herself. However, there was one problem. She had no idea how or where to start!

With that goal in mind, Elease developed a plan of action and was able to graduate college debt-free. She graduated college Cum Laude from Georgia Gwinnett College and currently holds a B.S. in Cell Biology with a concentration in Biotechnology. As a freshman and sophomore in college, Elease interned with The Neuroscience Institute at Morehouse School of Medicine. Her junior year, she interned on behalf of The National Institute on Drug Abuse (NIDA) at The University of California San Francisco, where she conducted an independent study.

Experienced at winning scholarships and landing internships, Elease founded The Student Navigator because she wants to help ease the stress and frustration that is commonly associated with paying for a degree and pursuing a career. In addition, she encourages students to maximize their educational experience. Elease hopes her story will inspire others to take action towards living in freedom, passion, and purpose.

Elease is also the bestselling author of Funding College Debt-Free: your Interactive Guide Towards Living a Life of Freedom, Passion, and Purpose.

Cally D’Angelo/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum for business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public-service communities to come together to advance our region’s economy and enrich Gwinnett’s quality of life.

Bruce Wing with Strategic Wealth, Renee Barnes with ComplyTrain, and Andrew Walker with Brady Ware & Company

January 16, 2018 by Mike

North Fulton Business Radio

Bruce Wing with Strategic Wealth, Renee Barnes with ComplyTrain, and Andrew Walker with Brady Ware & Company

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John Ray, Andrew Walker, Renee Barnes, Bruce Wing, Geoff Smith

Bruce Wing/Strategic Wealth

Strategic Wealth is a fee-based financial planning and business consulting firm located in Alpharetta. While there are a lot of financial planning firms in and around Atlanta, what differentiates Strategic Wealth from its competitors are three things: an unique, values-driven process that they employ when working with individuals & businesses; a focus on improving cash flow and reducing expenses and taxes; and helping people and businesses become their own bank.

Renee Barnes/ComplyTrain

Renee Barnes is a software entrepreneur and founder of ComplyTrain. Renee has over 20 years experience in corporate HR and IT training. She has developed programs for Coca-Cola, Home Depot, Visa, Western Digital, Warner Brothers, AOL, Lockheed Martin, Neustar, and many more. As an entrepreneur, Renee has watched her fellow founders and colleagues navigate the waters of HR lawsuits and EEOC fines, and she decided to use her experience and passion for building solutions to help solve the issue. She realized that small businesses and startups are most vulnerable for HR lawsuits because they usually lack the legal team or HR resources to build a solid compliance program. As a result, Renee founded ComplyTrain, a complete HR compliance software for startups and small businesses.

Andrew Walker/Brady Ware & Company

Developing a successful financial strategy for your business, your family, and yourself has become more difficult then ever. The economy is creating challenges across industries. Tax and health care laws change daily, and regulatory oversight grows increasingly intense. Brady Ware is a public accounting firm with more then 150 industry experts ready to help you conquer your accounting and financial needs. They are here to help you understand how your business is operating today, creating a roadmap for where you want to go tomorrow. Businesses need more than a casual relationship with an accountant. Brady Ware combines unparalleled tax, audit, and advisory expertise with industry-specific knowledge. They work with you collaboratively and efficiently to create custom solutions that fit your needs.

Terence Dowling with COUNTRY Financial, Rob Brant with Local CPAP, and David Smith with Summit Counseling Center

November 7, 2017 by Mike

North Fulton Business Radio

Terence Dowling with COUNTRY Financial, Rob Brant with Local CPAP, and David Smith with Summit Counseling Center

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John Ray, Terence Dowling, Rob Brant, David Smith

Terence Dowling/COUNTRY Financial

Terence Dowling has been in the insurance and financial services industry for over 14 years. He has been a financial representative with COUNTRY Financial for over four years. He prides himself on helping his clients establish financial security no matter where they are starting from. He is a graduate of the University of Georgia. He is the father of two beautiful girls and a husband of seven years. He loves giving back and would do anything for his family and community.

Rob Brant/Local CPAP

Local CPAP is a one-stop shop to diagnose and treat sleep apnea. They offer convenient and comfortable home sleep testing and can refer you to doctors in the area who are board certified in sleep medicine. Once diagnosed, Local CPAP will custom fit your therapy at prices at or below what you will find on the internet, and they’re available seven days a week to provide help after the sale. Local CPAP is “low internet pricing with local service and support”

David Smith/Summit Counseling Center

The Summit Counseling Center is a high impact 501(c)(3) not-for-profit organization that provides holistic professional licensed counseling services to people in need throughout North Fulton and beyond incorporating mind, body and spirit in the process. Originally launched in 1990 with one psychologist on the campus of Mount Pisgah UMC, over the years it has become a trusted and treasured community resource that has always answered the call when asked to serve during times of crisis. The Summit has 24 therapists in 12 locations that provided 14,000 clinical hours to 2,382 children, teens and adults in 2016. Their strategic partners include CURE Childhood Cancer, Fulton County, Fulton County Schools, North Point Community Church, United Way, Will To Live Foundation, and many more.

Financial and Estate Planning Issues Facing Women

August 23, 2017 by Mike

Gwinnett Studio

Financial and Estate Planning Issues Facing Women

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Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small.

Emily Sanders/United Capital

Emily C. Sanders, CPA, is a Managing Director of the United Capital Atlanta office. In 2009 she was named one of the “Top 50 Women in Wealth Management” in the U.S. by Wealth Manager magazine. She graduated Magna Cum Laude from the University of Pennsylvania with a BA degree in International Economics and from New York University with an MBA in Accounting. She is a Certified Public Accountant (CPA) and a Certified Cash Manager (CCM), as well as Series 65 licensed. Ms. Sanders also received a Juris Master (JM) degree from Emory Law School.

Prior to founding the United Capital Atlanta office, formerly Sanders Financial Management, Inc., Ms. Sanders served as Assistant Treasurer at BellSouth Corporation for nine years where she managed $1 billion in corporate and pension fixed income investments, as well as the International Finance group handling foreign exchange, mergers and acquisitions and global banking. She has visited 40 countries and was an internal auditor in South Africa.

From 1977 to 1985, Ms. Sanders was employed in various financial management and budget capacities by The Coca-Cola Company in Atlanta and Charter Publishing Company in New York City, and was a financial consultant to The Home Depot in 1995. Ms. Sanders is steeped in a healthcare background as the daughter of a physician and a hospital administrator. Her interest in elder care issues led to the attainment of the Registered Financial Gerontologist (RFG) designation. Ms. Sanders is an international speaker and has been quoted in numerous publications including The Wall Street Journal, Atlanta Journal-Constitution, Atlanta Business Chronicle, Entrepreneur Magazine, Financial Planning and more. Additionally, Ms. Sanders has appeared on CNN, Bloomberg TV, CNBC Worldwide Exchange and Closing Bell, and as a Guest Host on CNBC Europe TV.

Ms. Sanders serves on the Georgia Society of CPA’s Leadership Council where she received the Distinguished Committee Chair award for the Committee on Financial Literacy. She co-chairs United Capital’s Women’s Initiative and is a 1994 graduate of Leadership Atlanta. In her spare time she enjoys international travel, reading biographies, visiting art museums, and being involved with The Atlanta International School, previously as Treasurer of the Parent Organization. In 2017, Ms. Sanders was awarded Most Valuable Player (MVP) amongst United Capital’s Managing Directors nationwide.

Abbey Flaum/Cohen, Pollack, Merlin & Small

Abbey S. Flaum is a partner in the Family Wealth Planning Group of Cohen, Pollock, Merlin & Small, P.C. Her practice is devoted to family wealth planning, estate, tax and charitable planning, probate, trust and estate administration, premarital planning, and family business succession planning.

Ms. Flaum is a member of the Atlanta Estate Planning Council. She has been named a Legal Elite by Georgia Trend for the past five years and has received Super Lawyers’ under 40 top designation as a Rising Star for the past eight years. She frequently speaks to audiences on the topics of estate and tax planning, asset protection planning, philanthropy, complex gift planning structures, planning for the newly-single individual, planning for aging and longevity, planning
for modern family structures and the interplay of family law and estate planning.

In addition to her legal practice, Ms. Flaum works with a variety of organizations which promote solutions in planning for health, longevity and quality of life, and has received several awards for her community involvement. She currently serves as Vice Chair of Development on the Executive Board of Jewish Home Life Communities, a comprehensive, non-profit system of eight communities meeting the many needs of seniors and their families across the metropolitan Atlanta area. She chairs the Caring Outcomes Committee for the Jewish Federation of Greater Atlanta, with the purpose of making funding recommendations to community partners who provide services for the health, well-being and financial fitness of local and international aging
and disabled populations. Ms. Flaum also sits on the Board of Trustees of the Southeastern Region of the Anti-Defamation League (ADL), is a Children’s Healthcare of Atlanta Legacy Advisor, and an alumnus of the Philanthropic Advisory Leadership Institute (PALI), the Glass Leadership Institute, and the Jewish Federation’s Emerging Leadership Project.

A native New Yorker, Ms. Flaum has resided in Atlanta for the past twelve years. Her husband and two children put the importance of her work in perspective on a daily basis. Ms. Flaum received her Bachelor of Arts, Summa Cum Laude, from Arizona State University, her Juris Doctor from the University of Miami School of Law, and her Master of Laws in Taxation, Cum Laude, from the University of Alabama School of Law.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

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

Remember to tune in 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

THE MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

June 1, 2016 by Mike

On the Money

THE MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

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On this episode of “On the Money“, host Mike Sammond gets to know the man behind the microphone, Joe Moss and Embassy National Bank.

Joe Moss/Embassy National Bank

Embassy National Bank was chartered as a community bank designed to fill the financial needs of the south-Asian community here in metro Atlanta. After a slow start, Embassy now lends throughout the southeast and has expanded its deposit territory along the east coast. Embassy also originated the Podcast ‘On the Money‘ produced on the Business RadioX channel. Through this podcast, Embassy attempts to educate the small business community on relevant topics.

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To watch the video of this show CLICK HERE.

“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.