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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!
Dr. Leslie Gaskill and Jim Brooks with Evermore CID
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Dr. Leslie Gaskill and Jim Brooks
Dr. Leslie Gaskill
Leslie S. Gaskill, M.D., isn’t simply just a family doctor, practicing family and internal medicine in Johns Creek and Peachtree Corners, GA. She treats the whole person and seeks to find the root cause to problems.
As a board-certified physician, Dr. Gaskill is grounded in traditional Western medicine and especially focused on naturopathic, functional, and holistic medicine for her patients. She is a fully integrative physician and well-known for her work in advanced heart attack and stroke prevention. In addition, she is experienced in restorative, regenerative, and anti-aging solutions. She is a sought-after speaker and educator in the community.
Dr. Gaskill brings 25 years of experience, including almost 20 years of owning her private practice in Johns Creek. With her experience as a holistic, integrative and naturopathic doctor, she works tirelessly to get to the root cause of every illness, issue, and symptom her patients have.
Jim Brooks/Evermore CID
The Evermore Community Improvement District (CID) was established in 2003 and is the oldest of Gwinnett’s CIDs. This 7.5-mile corridor extends from the city of Snellville to the Gwinnett/Dekalb County line along US-78/GA10. The CID is home to more than 765 businesses and the home of the new Amazon fulfillment center.
Tad Leithead with Leithead Consulting & Lilburn CID, and Tyler Weant with Legendary Home Team @ Keller Williams
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Tad Leithead and Tyler Weant
Tad Leithead/Leithead Consulting & Lilburn CID
Founded in 2018, Leithead Consulting uses its resources and in-depth network to identify properties that are outside of the boundaries of current Community Improvement Districts (CIDs) in order to expand their boundaries. Through this process, Leithead Consulting helps CIDs increase their revenue while also increasing their geographical size.
Leithead Consulting also assists in the creation of a Community Improvement District and supports the administrative and legal paperwork and processes required for a CID’s creation plan or expansion. The firm also finds and identifies properties that may have been overlooked, locates the building owners, and secures contact information to update a CID’s database of current and potential members.
The Lilburn Community Improvement District (CID) is a quasi-governmental entity whose members are commercial property owners. The membership voluntarily increases their property taxes to invest in local infrastructure and improvement projects.
Tyler Weant/Legendary Home Team @ Keller Williams
Tyler Weant, Founder of Legendary Home Team @ Keller Williams, has over 16 years of real world real estate experience that allows him to best assist buyers, sellers, and investors in successfully completing transactions to gain the best value for their specific needs. He moved to Sugar Hill, GA in 2019 with his wife and two children because they love the area, the weather, and the wonderful people who live there. Tyler enjoys calling this area home and enjoys helping others to discover what living in Gwinnett County has to offer.
Prior to being in Real Estate in the Gwinnett area full time, Tyler was the Owner/Operator of a real estate acquisition & management company, as well as a termite & pest control company in North Carolina. Successfully selling the pest management company allowed him the opportunity to relocate to Georgia and dedicate his attention and expertise solely to the real estate profession. Leading and managing both of these corporations contributed to a vast and comprehensive knowledge of building and construction types, materials, risk factors, problem solving and conflict resolution, and the development of negotiation skills that aid in real estate transactions.
Tyler has a passion for helping people succeed. For that reason, he is dedicated to volunteering at local schools to mentor at risk youth, assisting with the cub scouts to help develop future leaders, and assisting individuals in finding the right home for their needs. Tyler is well equipped with the skills, knowledge and expertise to assist you in successfully concluding your next real estate transaction.
The Do's and Don'ts of Blending a Family (Part 1 of 3)
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Let Leta take you on a journey of faith, life, travel, and interior design. Leta Brooks is the star of the hit podcast “Status Life With Leta.” Reaching a record number of downloads in a very short amount of time, Leta engages her audience with her honesty, captivating stories, and her talent for teaching. “Status Life With Leta” is a lifestyle podcast and blog which focuses on everything you need to know to enhance your life, your health, and your home.
Leta uses her 20+ years of experience as a practicing interior designer to teach trends, design styles, and tips on how to make a house a home. She also guides her followers to a lifestyle of better mental, physical, and spiritual health. With her “sweetie”, Derek Hays, as her co-host, they entertain listeners with playful banter and real life situations. Her mission is to help each and every listener #designyourlife.
Status Life with Leta is brought to you by Status Home Design, and by the Law Office of Derek M. Hays at 404-777-HURT.
On this episode (the first of a 3-part series), Leta and Derek share their personal experience of blending their families, including how their children have been affected.
Leta Brooks/Status Home Design
Status Home Design is a 12.000 sq ft retail store located in the Kohls Plaza of Hamilton Mill at 2240 Hamilton Creek Pkwy, Dacula, Georgia. They have 70 different merchants inside the store selling furniture and home goods of various styles. Their Status Carpenters can rehab, refinish, or repaint almost anything. This fantastic team of carpenters also custom builds tables, bookcases, cabinets, and barn doors. Status Design Studio, Inc., their award winning full-service interior design firm is also located inside the store. Their designers, provide exemplary service for all your home and business needs. Status Home Design’s knowledge of the latest trends and access to an abundance of manufacturers for furniture and all home decor items, sets them apart from the rest. Last, but certainly not least, they have an in-house seamstress and upholstery workshop.
It's Complicated: Estate Planning for Blended Families
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Brooke French/Kessler & Solomiany LLC
Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates her clients through this process as efficiently as possible.
She takes a special interest in protecting children and maintaining stability in their lives as the family structure changes. Children’s needs are sometimes inadvertently overshadowed when parents are struggling, and Brooke makes a special effort to educate her clients about the impact their decisions will have on children. The mother of two young children, she has focused on the needs of children in divorce throughout her career. She is trained as a guardian ad litem and is on the list of preferred attorneys for these matters in Fulton and Cobb counties. She writes frequently about custody issues and other family law developments.
Brooke strongly believes mediation is the best option for resolution in the majority of family law cases – particularly those in which children of any age are involved. She completed 100 hours of Civil Mediation and Divorce and Family Mediation training, and is a registered neutral with the Georgia Office of Dispute Resolution.
Henry Bowden, Jr./The Bowden Law Firm, LLC
Henry Bowden, Partner with The Bowden Law Firm LLC, is a native of Atlanta, GA and received his B.A. with Honors from the University of Virginia in 1971 and his J.D. with Distinction from Emory University Law School in 1974. Mr. Bowden earned memberships in Phi Beta Kappa, Omicron Delta Kappa and the Order of the Coif during his college and law school careers; he was also elected Articles Editor of the Emory Law Journal. After law school, he clerked on the United States Court of Appeals, Fifth Circuit, for the Honorable Griffin B. Bell.
Mr.Bowden joined King & Spalding in 1975, making partner there in 1982. His areas of concentration have included estate planning and administration, charitable gift planning, and the representation of tax-exempt organizations. In June of 1995, Mr. Bowden founded The Bowden Law Firm.
Mr. Bowden was elected a Fellow of the American College of Trust & Estate Counsel in 1986, and served as State Chair of the College in Georgia for five years. He served as chair of the Fiduciary Law Section of the State Bar of Georgia in 1990-91, and as President of the Atlanta Estate Planning Council in 1995-96. From 1982-87, he was an adjunct professor at Emory Law School, teaching estate and gift taxation in the Masters in Taxation program there.
Mr. Bowden has served as President of the Atlanta Council of Younger Lawyers, as Chairman of the Board of the Atlanta Ballet, Inc., as Chairman of the Board of Historic Oakland Foundation, Inc., as a Trustee of the Westminster Schools, and as a member of the Board of Managers of the University of Virginia Alumni Association. He is currently an emeritus member of the Board of Trustees of Emory University, and an active trustee of Wesley Woods Senior Living, Inc. On January 1, 2016, Mr. Bowden was appointed by the Supreme Court of Georgia to serve a six-year term on the State Board of Bar Examiners, and now chairs that Board. He is a lifelong member of Northside United Methodist Church, where he teaches Sunday school.
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!
EV Hotel Group is a hotel management company providing Artificial Intelligence-based technology solutions including complete autonomous revenue management and back office operations. They are based in the Buckead area of Atlanta, GA.
Mark Galvin/ePresence
ePresence provides personal branding services for individuals, executives and entrepreneurs. They leverage social media on an individual level since that is where the audience is most engaged. Mark Galvin, CEO and Founder of ePresence, is a personal social media expert with 29 years of business management and hotel industry experience including stops with Marriott, Hyatt, Omni and IHG.
SIMON SAYS, LET'S TALK BUSINESS: Jan Heybroek with MDoutlook
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Jan Heybroek and Al Simon
Jan Heybroek/MDoutlook
MDoutlook is the power behind life sciences brands, giving them tools and resources to achieve their full potential. They help brand experts, market research and medical affairs teams make better decisions by providing market insights, clear answers on complex questions and actionable recommendations.
They specialize in oncology, hematology and rare diseases, for both in-market treatments and new product launches. Their game-changing digital platform Lumineer™ serves as the engine to map, rank and prioritize global, national, regional and local thought leaders, clinicians, peer-to-peer connections, and influencers. Their team delivers higher value to marketing, research, sales and MSL Teams with best-in-class HCP identification, engagement, networking and territory planning, and innovative research studies, practice sharing initiatives, clinician engagement, and custom insights.
Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity
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Sarah Senior, Max Wolk and Nancy Herrington
Maxwell Wolk/Raymond James
When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture.
Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.
Their deliberate nature and thoughtful approach to financial planning has led to a history of strength and steady, stable growth. The company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. Since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.
Nancy Herrington & Sarah Senior/Insperity
Insperity is a full-service HR Company that helps clients strengthen and streamline their business. Their proven approach helps better manage costs and minimize risk, helping businesses get ready-to-use HR infrastructure that they need to be more efficient and profitable, while showing them how to maximize their performance and productivity.