strategies for wealth Archives - Business RadioX ®

Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

October 27, 2021 by Mike

Gwinnett Studio

Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

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Natalie Smailes/Director of Governance, Center for Family Legacy at Truist

Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education to new Truist Wealth clients. Natalie introduces clients to the Center for Family Legacy’s proprietary tools and processes specifically designed to help families increase their chances of sustaining wealth over generations. Natalie will work alongside GenSpring’s wealth advisors as they help clients identify wealth objectives and develop appropriate methods for governing their shared assets.

In addition to this role, Natalie is the lead coordinator of the Truist Wealth Reserve offering. Natalie works across the firm to educate partners about the delivery of family meetings and the education programs, working with the Center for Legacy governance and education teams to manage and implement the effort.

Michael Covington/Trust Advisor at Truist

As a Trust Advisor, Michael Covington helps his clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, he develops recommendations tailored to his clients’ needs, priorities and preferences.

Michael attended Campbell University where he earned a M.B.A. He currently maintains the Certified Trust Financial Advisor (CTFA) designation. After completing the trust certification at Campbell University, Michael spent several years assisting clients with special needs trust planning. He is a board member for the Estate Planning Council of North Georgia and a member of the Atlanta Estate Planning Council. He has been in banking for more than 27 years.

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

Spotlight on Conservatorships and Guardianships

September 22, 2021 by Mike

Gwinnett Studio

Spotlight on Conservatorships and Guardianships

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Michael K. Johnson/Metta Johnson & Associates

Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael has honed his skills in helping families understand complex medical issues, confusing government benefits, and the emotional challenges of caring for a loved one with various medical needs. He serves as a professional guardian and is a nationally certified guardian.

Diane Weinberg/Weinberg Elder Law, LLC

Diane Weinberg is the Founder of Weinberg Elder Law, LLC. Diane focuses her practice on helping families resolve disputes that often impact seniors and individuals with disabilities. Specifically, her practice encompasses guardianships and conservatorships (both contested and uncontested) of adults, conservatorships of minors, fiduciary litigation, and protecting vulnerable populations from abuse and exploitation.

A member of the State Bar of Georgia and a Veterans Administration Accredited Attorney, Diane is also a member of the Atlanta Bar Association, the Academy of Special Needs Planners, and the National Academy of Elder Law Attorneys (NAELA). She serves as the State Ambassador for the Georgia Chapter of NAELA.

Diane is a Martindale-Hubbell AV Preeminent-rated attorney and has an AVVO rating of 10/10. In 2020, she was recognized as a Georgia Super Lawyer. Additionally, Diane is a frequent local and national speaker on a variety of aspects of guardianships, special needs trusts, and Medicaid planning and has testified before the Georgia General Assembly.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

Investing for the Long Term: What You Need to Know

August 26, 2021 by Mike

Gwinnett Studio

Investing for the Long Term: What You Need to Know

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David Bibicoff/Strategies For Wealth

For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment Confidence Builder, Wealth Protect, and Future Lifestyle Realization.

In an industry predominantly focused on wealth accumulation, David’s end in mind approach takes the focus beyond that to one of wealth utilization.

Fred Kettler/Kettler Financial

Founded by Fred Kettler in 1992, Kettler Financial is a well respected, full-service independent insurance and financial services firm serving South Florida businesses and the community. Fred Kettler is a trusted professional specializing in Personal Retirement & Income Planning Strategies, Asset Management, and Employee Benefits. Fred has over 30-years of industry experience providing insurance based retirement planning, income protection, as well as employee benefits to businesses. A native New Yorker, Fred’s first five years in financial services, as both Advisor and Sales Manager, began in 1987 with Prudential Financial in Santa Monica, CA.

Expanding his practice upon moving to South Florida in 1992, Fred formed Kettler Financial, a full service financial advisory agency and leading provider of both personal financial security planning for individuals, as well as employee benefits for companies. Motivated to best organize the financial lives of his clients, Fred has incorporated a wide-angle, holistic in nature, financial guidance “philosophy of care” that works. Most people use traditional financial methods, theories, and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets fully at risk, they consider your complete financial picture and assure your financial security first.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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