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Simplifying and Managing Your Finances for When You Age and Beyond

March 24, 2021 by Mike

Gwinnett Studio
Gwinnett Studio
Simplifying and Managing Your Finances for When You Age and Beyond
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Leah Nichaman/Everyday Money Management

Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm in the Washington D.C. area, primarily serving older adults and busy professionals.

Ms. Nichaman is a Past President of the American Association of Daily Money Managers, the
professional association serving over 650 daily money managers throughout the U.S. and Canada. Her professional background is in management consulting, non-profit management, and health survey research. She holds a degree in Cognitive Science from Brown University.

Ms. Nichaman is active in her community, serving as a volunteer representative payee for an individual living with mental illness, and serving on the Board of Directors of The Senior Connection, a non-profit that provides free transportation and grocery shopping for seniors in Montgomery County, MD.

Rachel Donnelly/Black Dress Consultants

After many experiences with loss, including the death of her parents at a young age, Rachel Donnelly founded Black Dress Consultants, a consulting firm which helps individuals and families manage the unavoidable tasks and logistics of after loss and end-of-life.

Rachel is a fundraiser extraordinaire, having worked in higher education fundraising for Agnes Scott College, Emory University and Georgia Institute of Technology. Rachel also serves on the Board of Directors on Love Not Lost, an Atlanta non-profit that provides grief tools and free photography sessions for families facing terminal diagnoses.

She graduated from Agnes Scott College in Decatur with a degree in Political Science, and married her high school sweetheart, Zack Donnelly. They now live together in Atlanta with their two children, Finn and Roane.

Rachel has been referred to as the “Boss of After Loss,” “Real Life Orphan Annie” and a “Death Influencer,” and she believes that end-of-life planning is the greatest gift you can give to your family.

CLICK HERE to watch the Zoom video of this episode. 

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

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Tagged With: asset planning, asset protection, asset protection law firm, black dress consultants, business podcast, business radio, Business RadioX, craig frankel, estate disputes, estate planning, estate planning law firm, estate protection, everyday money management, fiduciary law firm, Gaslowitz Frankel, leah nichaman, leanne gilbert, rachel donnelly, Radiox, Wealth Matters, wealth matters podcast, WEALTH MATTERS RADIO, wealth protection

Financial Planning in Today’s Unpredictable World

August 26, 2020 by Mike

Gwinnett Studio
Gwinnett Studio
Financial Planning in Today's Unpredictable World
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Joseph Sillitto/Page, Scranton, Sprouse, Tucker & Ford, P.C.

Joseph Sillitto’s practice Page, Scranton, Sprouse, Tucker & Ford, P.C. focuses primarily on probate and administration of estates; fiduciary representation; guardianships and powers of attorney; prenuptial agreements; asset transfer; tax implications and planning. Mr. Sillitto is a member of the State Bar of Georgia, and is an officer in the Section on Fiduciary Law. He is also the Vice President of the Columbus Bar Association.

After graduating from Vanderbilt University, Mr. Sillitto attended Georgia State University, where he obtained his Juris Doctor, cum laude.

Christopher Shoukry/Alex. Brown, a division of Raymond James

Christopher Shoukry of Alex. Brown, a division of Raymond James, is a Financial Advisor for individuals, families, and institutions, providing tailored and comprehensive wealth management solutions. Christopher joined Alex. Brown in 2016 after spending 6 years as a Private Wealth Advisor with Goldman Sachs. Prior to Goldman Sachs, he worked for GenSpring Family Offices, the multi-family office wealth management group of SunTrust Bank.

“I enjoy being a connector of people and ideas, and relish moments when clients eventually view me as their ‘go-to’ person,” says Shoukry. “Serving as a sounding board for clients regarding personal wealth is always rewarding, but serving as a sounding board for clients not regarding personal wealth is even more rewarding. It serves as validation that they not only place trust in my professional advice towards their finances, but also towards other aspects of their lives.”

Christopher received his MBA from the University of Georgia, a Bachelor of Science degree in electrical engineering from the Georgia Institute of Technology, and holds both the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations.

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

GF-Radioshow-Wealth-Matters-1500x1500

Tagged With: alex brown, alexbrown, asset planning, asset protection, asset protection law firm, business podcast, business radio, Business RadioX, chris shoukry, christopher shoukry, craig frankel, estate disputes, estate planning, estate planning law firm, estate protection, fiduciary law firm, Gaslowitz Frankel, joe sillitto, joseph sillitto, leanne gilbert, Radiox, raymond james, scranton sprouse tucker & ford, Wealth Matters, wealth matters podcast, WEALTH MATTERS RADIO, wealth protection

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