retirement planning Archives - Page 5 of 5

AGLCC

March 3, 2016 by angishields

Midtown Business Radio

AGLCC

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AGLCC

I recently hosted Susanne Baugh, of Q&A Events on Midtown Business Radio. As we got to talking, she mentioned that I should meet Emma Foulkes, Presidnt of the Atlanta Gay Lesbian Chamber of Commerce. Because the respective missions of the chambers of commerce and Business Radio X have such overlap in the business environments we serve, I was pleased to reach out to her.

As the AGLCC’s website explains, “The AGLCC exists to promote the economic growth and advancement of our LGBT and allied business members, our non-profit organizational members as well as our corporate partners and their employees, through advocacy, leadership, education and support.”

When not overseeing AGLCC activities, Emma is Managing Partner at Commonwealth Business & Retirement Services. She’s a Certified Financial Planner, and has been advising entrepreneurs and high income earners in the Atlanta area since 2001. She provides retirement and business transition planning services in addition to others.

Bruce Logue is Director of Networking for AGLCC, and Managing Partner/Realtor at The Corbel Group at Keller Williams. The firm is comprised of a team of residential real estate specialists who use a unique combination of technology, creative and effective marketing, and tailored customer service to help their clients buy, sell, and invest in real estate. The Corbel Group offers a boutique style approach to real estate services while providing world class results.

Jan Stepp has been in the promotional products business for many years, and is the founder of Pizazzz Promotions. She shared how she takes a consultative approach with her clients to determine who they are trying to reach, the mission of their brand, and makes recommendations for how to best position themselves in front of prospects most effectively. She is also actively involved in AGLCC, hosting the chamber’s Vinings networking events.

Pizazzz is your one stop source for creative advertising specialty, promotional items and printed materials! The company can provide literally any item you can imagine with a logo on it! They have the perfect idea for: customer appreciation, trade show giveaways, sales meetings, grand openings, sales incentives, safety programs, open house, mail enclosures, event promotions, political campaign items, fund raising promotions, banners, table covers, labels, forms, stationary, brochures, holiday gifts, food gift items, non-profit donor gifts, embroidered and screen printed items, cards for any occasion, calendars…if it can be logoed, they have it 🙂

Pizazzz Promotions prides themselves on creative ideas, personal service, competitive pricing and on-time delivery! They work within your guidelines and budget to provide the perfect marketing and promotional items to fit your needs.

Alicyn McLeod is a CPA and Tax Partner with FinLogic, a tax and business advisory firm focused on growing service-based enterprises. She’s an ambassador for the AGLCC as well as a corporate partner. FinLogic employs a forward-thinking approach and their experts focus not just on where your company has been, but rather where you want your company to go.

The firm assists businesses in becoming more profitable, more streamlined and helps them resolve technical issues associated with financial reporting, taxation, debt acquisition and capital acquisition strategies. Whether you are in the process of starting your own business, selling your business or are somewhere in between, the professionals at FinLogic have the experience you need to navigate the issues faced in today’s business world.

David Olt is a doctor of chiropractic and the clinical director of Integrated Chiropractic Center, a Buckhead‐Atlanta practice he founded in 2000. A Georgia‐licensed chiropractor certified by the National Board of Chiropractic Examiners, Dr. Olt has been in practice for 21 years. He has provided pain and wellness care to thousands of patients.

He applies an integrated approach to pain care and health care that combines the effectiveness of several disciplines to support “whole person” care including chiropractic care, spinal and postural screening, corrective exercise instruction, nutritional counseling and massage therapy. His practice offers a one‐to‐one approach to spine and extremity pain relief that is non‐surgical, non‐pharmaceutical and focused on long‐term health and wellness.

Dr. Olt is a frequent speaker at lunch and learns and hosts the AGLCC Buckhead business builder luncheon. He has earned recognition for chiropractic care (Top 10 Chiropractors in Atlanta) and for business and community involvement (Four Avenues of Service, AGLCC Member of the Year 2014). Dr. Olt also serves as an examiner for the Chiropractic National Boards.

Special Guests:

Emma Foulkes, Managing Partner, Commonwealth Business & Retirement Services

BA, Information Systems, University of Phoenix–San Diego
Executive Program in Financial Planning, University of Georgia
Atlanta Business Chronicle/NAIFA – Top Female Financial Advisor in Atlanta, 2013 & 2014
Advocacy Chair, Financial Planning Association of Georgia

Bruce Logue, Managing Partner, The Corbel Group at Keller Williams

Previous Fulfillment Account Manager, Palm Coast Data
Former Methods/Procedures Training Manager, AT&T/CitiBank Universal Card Services
Previous Graphic Designer, Westinghouse Electric Company
Active volunteer, Atlanta Pet Rescue and Adoption

Jan Stepp, President/Founder, Pizazzz Promotions

Former Board of Directors, Atlanta Gay Lesbian Chamber of Commerce
Previous Sales Account Manager, Freight Forwarders
Former VP Sales/Marketing, Gunold & Stickma

Alicyn McLeod, Tax Partner, FinLogic LLC

CPA, University of Georgia
CGMA
Previous Tax Manager, Moore Colson
Former Tax Senior, Bennett Thrasher

David Olt, DC, Integrated Chiropractic Center

DC, Life University
BS, Marketing & Management, Miami University

IRC Wealth

June 2, 2015 by angishields

Midtown Business Radio

IRC Wealth

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IRC Wealth

This week I sat down with financial experts, David Ragland and Joe Schum, of IRC Wealth. David shared his story about how he has spent his career helping businesses and individuals navigate their financial decisions and planning. We talked about how he gained valuable experience as a consultant with Ernst & Young then as a CFO of a troubled company that helped him bring a high level of strategic advice to companies as an outsourced CFO.

He, along with his team, including Joe, continues to help people develop an effective, simple plan to achieve their financial goals. That may be getting a business on a track that will allow the owners to eventually sell it or transition it to heirs, depending on their particular plan. Or, it may be helping an individual get their family out of craft an effective budget, eliminate debt, develop cash reserves, and even know what they need to do to actually retire safely one day.

We talked about how Dave had experienced a period where he let his fitness decline, ultimately becoming ~75 pounds overweight. He decided to address that by training for an Ironman triathlon, when he had previously been doing little to no physical training. He set a goal to complete a full Ironman in 18 months. By setting a defined time goal, he was able to develop a training strategy that allowed him to evaluate his progress and keep himself on a schedule that continually moved him closer to his goal.

He realized that there are parallels between the way one must approach training for such an event and developing a plan and timeline for achieving financial freedom. He decided to write a book in which he could talk about those analogies to help readers understand they CAN achieve financial freedom, even though it initially seems impossible—much like it can seem impossible to go from not being physically active to completing a full-length Ironman triathlon.

I had the opportunity to read the book, “Wealth Made Simple (Yes, Really)”. It’s a quick read and the comparisons between a training regimen and the mindset needed to achieve an athletic goal and getting out of debt/becoming financially free are easy to understand. He provides several tools to give the reader the chance to develop an understanding of where they are now along with some measure of what to expect over time, given their goals.

After reading the book and meeting these two experts I can say I would easily recommend speaking to them to see how they can help you or your business develop an effective, simple to implement plan to achieve a strong financial position.

Special Guests:

David Ragland, CEO, IRC Wealth

Joe Schum

David Rhines with Post Retirement Living and Dr. Judith Dennis with Roswell Urgent Care Center

May 20, 2015 by Garrett Ervin

Silver Lining in the Cloud

David Rhines with Post Retirement Living and Dr. Judith Dennis with Roswell Urgent Care Center

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Silver Lining in the Cloud - May 20, 2015 — David Rhines, Dr. Judith Dennis, Nikole Toptas

David Rhines/Post Retirement Living

The mission of Post Retirement Living is to save people time and money, reduce frustration, and ease the burden on families facing the broad range of elder care challenges. They provide the resources and expertise to help plan for life events that happen later on in retirement.

Dr. Judith Dennis/Roswell Urgent Care Center

Roswell Urgent Care Center is an urgent care clinic serving children, adults and seniors with common injuries and illnesses, or other medical requirements. They serve Roswell, Woodstock, East Cobb, Sandy Springs and the surrounding areas. They are committed to delivering quality patient care, convenient hours, prompt service and low costs to their patients. Their board certified physicians and mid-level providers are fully prepared to handle your Urgent and Immediate Care needs. They accept most major insurance plans and walk-ins are always welcome!

OPEN FOR BUSINESS: Stephanie Moyer & Kevin Ford with Insperity, Norma West with Country Financial, Johnny Phelps with Harry Norman Realtors, and Stephanie Sokenis with the Gwinnett Chamber of Commerce

October 24, 2014 by Garrett Ervin

Gwinnett Studio

OPEN FOR BUSINESS: Stephanie Moyer & Kevin Ford with Insperity, Norma West with Country Financial, Johnny Phelps with Harry Norman Realtors, and Stephanie Sokenis with the Gwinnett Chamber of Commerce

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Mike Sammond, Stephanie Moyer, Kevin Ford, Stephanie Sokenis, Norma West, Johnny Phelps

Stephanie Moyer & Kevin Ford/Insperity

Insperity, a trusted advisor to America’s best businesses for more than 27 years, provides an array of human resources and business solutions designed to help improve business performance. Insperity offers the most comprehensive suite of products and services available in the marketplace. Insperity delivers administrative relief, better benefits, reduced liabilities, and a systematic way to improve productivity through its premier Workforce Optimization solution. Additional company offerings include Human Capital Management, Payroll Services, Time and Attendance, Performance Management, Organizational Planning, Recruiting Services, Employment Screening, Financial Services, Expense Management, Retirement Services, and Insurance Services.

Norma West/Country Financial

From the first fire policy in the 1920’s to the billions of dollars in assets and investments they protect and manage today, their history tells the story. Country Financial began in the state of Illinois and is currently available in 17 states. In 2005, they acquired Cotton States Insurance in Georgia. Currently they have ten financial representatives in the Gwinnett County area and many more throughout the state of Georgia. Country Financial is able to protect your assets, family and business by looking at ways to help save money for the future, retirement planning, and helping to protect your assets for the next generation. Country Financial has been a leader in providing auto, home and life insurance for over 85 years and, most importantly, their financial representatives understand the value of great service to their clients.

Johnny Phelps/Harry Norman Realtors

Founded in 1930, Harry Norman, REALTORS is Atlanta’s oldest and largest residential real estate firm with 12 sales offices, various franchise and satellite offices, and more than 1,000 real estate professionals. Harry Norman, REALTORS is a wholly-owned subsidiary of HomeServices of America, Inc., a Berkshire Hathaway affiliate. HomeServices is the second-largest full-service independent residential real estate brokerage firm in the U.S. with 30 locations, over 20,000 sales associates and more than 3,500 employees. Harry Norman, REALTORS is the exclusive Atlanta affiliate of Christie’s International Real Estate and achieves additional international exposure through membership in such exclusive real estate networks as Leading Real Estate Companies of the World, the largest network of independent residential real estate firms, with 600 members representing 5,000 offices and 150,000 associates across the U.S. and in more than 35 countries.

Stephanie Sokenis/Gwinnett Chamber

The mission of the Gwinnett Chamber is to strengthen existing businesses, facilitate the growth of quality job opportunities, and enrich the community’s quality of life.

The Gwinnett Chamber serves over 2,000 members throughout metro Atlanta by delivering pertinent and useful programs that strengthen and connect businesses locally, regionally, and globally. The Gwinnett Chamber uses its strategic marketing and communications capabilities to support its members, promote its programs, and enhance economic development efforts.

The Gwinnett Chamber supports community development efforts that enrich Gwinnett’s quality of life and quality of place. The Chamber also facilitates efforts to develop, attract, and retain world-class entrepreneurial and community leadership talent.

Year End Planning for Medical Practices

October 31, 2013 by angishields

The Doctors Roundtable

Year End Planning for Medical Practices

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The healthcare environment changes daily and physicians often struggle to keep up with regulatory changes, competition and reimbursement changes. There are many challenges looming: Obamacare, ICD-10 and Meaningful Use. Providers must spend time working on their practices as well as in their Atlanta Business Radio practices to thrive and not just survive. However, practices do not have to stay in a reactive mode. Taking time to plan can put a practice in a proactive mode to be able to anticipate and appropriate respond to opportunities, changes and challenges.

Quarter 4 is the perfect time to take action to minimize tax burden, maximize retirement plans, reconcile inventory, create the coming year’s budget and evaluate the coming year’s capital needs. Taking inventory, updating depreciation schedules, retirement planning, fee schedule analysis, A/R cleanup, tax planning, productivity and compensation evaluation are just some of the year end financial activities that can really make a difference in achieving solid financial performance.

Planning for retention of market share and growth is key to future practice viability yet how many practices have a formal, annual marketing plan. Marketing is often viewed as an expense vs. an investment yet new patients are a critical piece of revenue generation for every practice. The same marketing plans often do not yield different results and how providers reach, communicate with and message to current and potential patients is changing. Year end is a great time to acknowledge referral sources and examine the ROI of existing marketing efforts, brand cohesiveness, content relevancy and process, social media effectiveness and to make adjustments as needed. In a recent poll, 51% of patients said that digital communications would make them feel more valued as a patient and 41% said social media would affect their choice of healthcare providers. Is your practice keeping up with the interactive“new word of mouth” ?

An overall strategic plan can be the differentiating for success. Yet, many providers either don’t know how or feel they don’t need it. Yet, evaluation of Key Performance Indicators (KPI’s) to show the current standing of a practice, a SWOT analysis, a competitive overview and then making and implementing a strategic plan will help all businesses be positioned to recognize and capitalize on growth opportunities, assist in overcoming challenges and help protect market share for any business. Why should the business of medical practices be different?

In this segment of The Doctor’s Roundtable, three industry subject matter experts will weigh in on tips, strategies and considerations for year end planning for 2014 for medical practice success. Join Sharon Allred of LW Consulting ( a healthcare strategic planning expert), Beth McCauley of McCauley Marketing and Mark Estroff, CPA and medical practice tax expert as they share their best advice for positioning your practice for success in 2014. Listeners can visit: www.lw-consulting.com , www.mccauleyadvertising.com and www.pyagatesmoore.com for more information.

Mark Estroff