retirement Archives - Page 4 of 4

Andy Shirk with ESI E1

August 27, 2020 by Karen

Phoenix Business Radio

Andy Shirk with ESI E1

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Andy Shirk with ESI E1

This could not have been a better start to the launch of the new CCAZ Podcast- People and Profit- Elevating Humanity through business. Andy Shirk, the Executive Vice President of ESI, was an absolute delight to have on the show. Not only do the listeners have the chance to learn about ESI and what the company does, but we have the opportunity to learn about Andy Shirk and his connection and growth.

Andy has had many years advising with a few companies in the valley before leading to his current role. We had the chance to learn about Andy and the journey that he has had with Conscious Capitalism and how that journey let him to his role with ESI. ESI is about more than just placing substitute teachers in needed roles. Through the conversation, as well as the Conscious Capitalism Stakeholder image in the background of Andy’s office, we are able to gain an insight on the company and how they align with the CCAZ movement.

Educational Services Inc. (ESI) is the leading provider of employee staffing solutions for Arizona school districts, as well as assisting governments and colleges. Founded in 1999 by three educators, ESI has a passion for helping people and making a positive impact in education.

ESI’s featured services include Arizona’s premier return-to-work program known as RetireRehire, its SubSource program, the largest substitute staffing program in the state, and International TeachAlliance, an innovative teacher cultural exchange program.

Andy Shirk is the Executive Vice President of ESI, delighted to lead a company aligned with the principle of Conscious Capitalism and supporter of Local First Arizona.

Prior to joining ESI, Andy lead TrueRoots Development for 7 years advising business owners throughout the Valley.

Kindness, curiosity and wisdom are his core values. His greatest joy is serving people with warmth and compassion which is the bedrock of his career. Whether as a business leader or playing upright bass in the local music scene, Andy genuinely loves to create the setting for others to shine.

Follow ESI on LinkedIn, Facebook, Twitter and Instagram.

About Our People and Profit Co-Hosts

Sarah McCraren is an Arizona native with a strong sense of community. Sarah spent many years in the corporate finance world specializing in the operational analysis, measurement and accountability systems, project management and software implementations. However, Sarah wanted to do work which was meaningful and would positively impact her community.

She found that saving lives and reducing injuries through comprehensive safety programs fit that bill. Sarah currently leads the McCraren Compliance team by keeping everyone focused on their primary purpose, creating workplaces where we all watch out for each other, and balancing the needs of all their stakeholders.

Sarah serves on the Boards for Conscious Capitalism Arizona and the Society for Mining, Metallurgy and Exploration Tucson Chapter, and is also active with the Arizona Builders Alliance, Arizona Rock Products Association , Arizona Transportation Builders and Women in Mining Az.

Sarah McCraren
Part of an Awesome Team
www.McCrarenCompliance.com
Creating Workplaces Where We All Watch Out for Each Other

Jeremy Neis is an Investment Advisor with Retirement Evolutions and a small business operator fueled by the desire to enrich the life experience. He grew up in the Chicago area and chased the sun to get a degree at the University of Arizona in human and organizational communications. After doing so, he returned to Illinois where over the next 15 years he would find joy in co-launching and growing a technology solutions company and establishing a family.

In 2014 he returned to the desert to join his current venture, Retirement Evolutions, where his focuses are: (1) Conduct planning with individuals and families so that they can maximize the likelihood of leading secure and comfortable retirements. (2) Through the business services arm, Resourceful, empower business leaders to care for the people that they will rely upon to be thriving, sustainable organizations.

Jeremy is a proud contributor to the Conscious Capitalism movement as he views it as a powerful vehicle to bring about greater prosperity and reduced suffering for our human family. Over his career he has had the privilege to work closely with hundreds of different enterprises across many markets and industries. A common theme emerges among those firms that he’s seen excel and that is to be great not just with what they are bringing to market, but also with the manner in which they are doing so.

About Our Sponsor – Conscious Capitalism Arizona

Business has the potential to be a powerful force for good.

Free enterprise capitalism has served to lift more people out of poverty than any other socio-economic system ever conceived – empowering social cooperation, human progress, and elevating humanity.

Good business is the answer to many of the global issues that humankind is facing. This is what we will dive into on the show.

We are working to change the capitalism narrative by shining a bright light on good business – telling the stories of conscious Arizona companies and encouraging others to follow in their footsteps.

Faye Sykes, Social Security Benefit Planners

September 17, 2019 by John Ray

North Fulton Business Radio

Faye Sykes, Social Security Benefit Planners

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“North Fulton Business Radio,” Episode 164: Faye Sykes, Social Security Benefit Planners

Approximately 30% of Americans count on Social Security to fund 100% of their retirement, and the average retired American derives 40%-60% of their retirement income from Social Security. Faye Sykes is on a mission to help people maximize their Social Security benefits. She joined host John Ray on this edition of “North Fulton Business Radio,” broadcast from Renasant Bank in Alpharetta.

Faye Sykes, Social Security Benefit Planners

Faye Sykes is the CEO of Social Security Benefit Planners. Social Security Benefit Planners is a flat fee retirement income planning company. Just like a CPA helps you navigate the IRS, SSBP helps you navigate the almost 2,800 regulations that oversee Social Security. Faye Sykes, also CEO of Scarlet Oak Financial Services, started her career in the financial sector in 2005. Her passion is helping people understand and make better decisions for themselves and their families.

For additional information, go to the Social Security Benefit Planners website. You can also call 877-270-7727 or email by clicking here.

“North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse

August 5, 2019 by John Ray

North Fulton Business Radio

Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse

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**John Ray, Myles Smith, and Todd Colwell**

“North Fulton Business Radio,” Episode 152: Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse

How do you discover your unmet potential in retirement? Looking for a cool way to organize a corporate team building event? The answers to these questions and much more come from Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse. Join host John Ray as he speaks with these two great guests on this edition of “North Fulton Business Radio.”

Myles Smith, Empowered Transitions, LLC

Myles Smith is the Founder and CEO of Empowered Transitions, LLC. Through Empowered Transition, Myles helps people transition into retirement, not a cookie cutter “every day is a Saturday” retirement, but one that is custom built for them. Myles works with people to get past the anxieties and emotional issues they are coping with around retirement so they can retire to a life of their choosing, one which has meaning and purpose for them, and where they can have a lot of fun! When someone retires anymore, they are not retiring from whatever they were doing, they are retiring to the next phase of their life and the unlimited potential that holds for them.

Myles is a co-author of the international best-selling book on retirement, Retire Inspire 1, which came out this past March. He has a forthcoming book, “The Unlimited Potential of Your Retirement – Retire and Do What You Really Want to Do!,” to be released in a few months.

For more information on Empowered Transitions, go to https://empoweredtransitions.com to see some of the people Myles has helped.

Todd Colwell, Cole Family Entertainment, Sky Zone and Fowling Warehouse

Todd Colwell is the Manager of Sales, Organizational Development, and Projects for Cole Family Entertainment. Cole Family Entertainment provides active entertainment through two brands, Sky Zone Indoor Trampoline Parks and Fowling Warehouse. Sky Zone has three Metro Atlanta locations, in Suwanee, Roswell, and Newnan. Fowling Warehouse, new to Atlanta, will be opening soon in Midtown. Fowling™ [foe-ling] is the original football bowling pin game.

Cole Family Entertainment’s Jump In To Give™ is their organization’s way of giving back to the populations they serve locally, as well as the broader community. The “Sky Zone Young Heroes” program recognizes local youth who have demonstrated service in their local community. Sky Zone Cares is an annual partnership with a non-profit organization. Finally, Aim Sky High is a scholarship program where team members who meet a given criteria and are selected, will receive college tuition assistance.

Customer Experience Radio Welcomes: David Poole with Bank of America and Merrill Edge

July 18, 2019 by angishields

Atlanta Business Radio

Customer Experience Radio Welcomes: David Poole with Bank of America and Merrill Edge

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Aren’t we all really in the customer experience business? During the 20+ years in residential real estate and corporate relocation, the #1 cornerstone of Jill’s business has always been the experience she and her team delivers. Little did she know that this strategy that would become a leading best practice for the world’s greatest businesses to survive in the future. This inspired Jill to interview big business as well as top CX professionals who are leveraging strategies to deliver a superior customer experience, and to share their stories with the business community at large. Join Jill every third Wednesday at 10AM at CXRadio.online.

David R. Poole and his leadership team help ensure that Merrill Edge is providing an industry-leading client experience and delivering investment solutions based on clients’ needs and priorities. David is focused on delivering a best in class client experience across all channels. He leads the design and execution of client treatment and relationship deepening strategies that drive client satisfaction, acquisition, and retention. Key areas of focus include developing advanced technology infrastructure, streamlining of processes and procedures and enhancing the associate experience.

In addition, David is responsible for promoting a culture of strong risk management via oversight of Business Supervision and Controls. Prior to joining Bank of America in 2013, David held various senior leadership roles across sales and service at E*Trade over a 14 year period. His most recent role at E*Trade was Vice President of Customer Service where he led all domestic and international service, quality assurance, service to sales, and workforce management groups. He also served as the enterprise client experience lead. David holds an MBA degree from University of Georgia as well as a Bachelor of Social Sciences degree. He received a Certificate of Financial Planning from Florida State University and holds Series 7, 63, 24, and 4 FINRA registrations.

About Your Host

Jill Heineck is a leading authority on corporate relocations, and is highly sought after for her real estate industry acumen and business insights. As a published author, frequent panelist and keynote speaker, Jill shares her experience and perceptions with people from around the globe.

Jill is a founding partner of Keller Williams Southeast, established in 1999, and the founder and managing partner of Heineck & Co. Her real estate practice specializes in corporate relocations, individual relocations, luxury residential, and commercial properties. Jill’s analytical approach to problem-solving, along with her expert negotiation skills and sophisticated marketing, deliver superior results to her clients. Her winning strategies and tenacious client advocacy have earned her a reputation for excellence among Atlanta’s top producers.

While Jill has received many accolades throughout her career, she is most gratified by the personal testimonials and referrals she receives from her clients. Jill’s unwavering commitment to the customer experience, and her focus on the unique needs of each client, serve as the foundation of her success.

Follow Jill Heineck on LinkedIn.

BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy

February 20, 2019 by Karen

Phoenix Business Radio

BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy

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BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy

Retirement Evolutions concentrates on what they label “People Centered Wealth Management”. Finances are just one dynamic of wealth and so Retirement Evolutions is there to help guide you to “invest in what you value.” Many people value that they won’t leave a mess behind for loved ones when they are gone. Some people value the thought of a secure and comfortable retirement. While other people value supporting organizations that are contributing to make the world a better place through impact / socially responsible investing and efficient philanthropy. Whatever you happen to value at this phase of life, they will help you create a comprehensive map that brings all the elements of your wealth into one clearly focused picture and help you take action toward your goals.

Follow Retirement Evolutions on LinkedIn, Facebook and Twitter.

BrightWealth Academy delivers world-class wealth building education and best-practices personal finance training to the everyday American working professional and their families. “We help you grow wealthy … faster.”

Scott McLaine is an accomplished public speaker, financial success coach and business consultant. He is an excellent communicator who immediately builds the trust of the individuals and audiences he works with. He has trained thousands of business professionals, business owners, and entrepreneurs around the country.

Scott is the Academy Instructor, Founder and CEO of BrightWealth Academy.

Connect with Scott on LinkedIn and follow BrightWealth Academy on Facebook.

Angie Merget is the Director of Business Development and the Corporate Financial Wellness Ambassador at BrightWealth Academy. Angie has a very diverse background. She studied at Rutgers where she graduated with highest honors and received a master’s degree in Engineering. Her background is in civil engineering where she was in heavy construction building bridges and highways. She’s been in the valley for over 6 years and is originally from New Jersey. She has also lived in Hawaii and Turkey and has traveled to over 20 countries. She is excited to bring financial education to the country and to help change many lives while doing so.

Connect with Angie on LinkedIn, Facebook or via email

ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism. Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

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

May 20, 2015 by Mike

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!