wealth management Archives - Page 8 of 9

SIMON SAYS, LET’S TALK BUSINESS: Brandy Swanson with Smith & Howard

February 16, 2018 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Brandy Swanson with Smith & Howard

00:00 /

Brandy Swanson/Smith & Howard

Headquartered in Atlanta, Smith & Howard is a top Atlanta CPA firm providing a wide range of services, including assurance, tax, accounting and advisory services. Their business clients range from start-ups to large, established businesses that operate across the U.S. and internationally. They also have a strong nonprofit client family, including many of Georgia’s most respected organizations. By extension, Smith & Howard also serve the tax, accounting and advisory needs of the owners and executives of businesses. Many of these individuals and families are also clients of Smith & Howard Wealth Management, a wealth management firm serving as the family’s CFO.

Recognized for two consecutive years (2014 and 2015) as the number one firm in the nation by INSIDE Public Accounting and as a Top Accounting Firm to Work For by Accounting Today, they bring a national scope of services with a personal, responsive service approach and a team of smart, dedicated professionals that work with clients year after year.

Smith & Howard’s current clients appreciate their responsiveness, creativity, innovation, expertise, imagination, and an “uncompromising commitment to exceed expectations and contribute to their financial success”.

Georgia’s New Power of Attorney Law: What Does It Mean For You?

November 21, 2017 by Mike

Gwinnett Studio

Georgia's New Power of Attorney Law: What Does It Mean For You?

00:00 /

Millie Baumbusch, Blake Melton, Sarah Watchko, Craig Frankel

Sarah Watchko/Hill & Watchko

Sarah R. Watchko is a partner with the law firm Hill & Watchko, LLC, located in Alpharetta, Georgia. Her practice areas include elder law, estate, and special needs planning, long-term care planning with Medicaid benefits and Department of Veterans Affairs pension benefits, and trust and estate administration. Sarah is one of very few Georgia Certified Elder Law Attorneys (“CELA”) by the National Elder Law Foundation, the only national certifying program for elder law and special needs attorneys.

Sarah graduated magna cum laude from East Carolina University in 2005, and obtained a full merit scholarship to Wake Forest University School of Law, graduating from Wake Forest in 2008. She developed a passion for working with elderly and special needs clients during her time at Wake Forest School of Law’s Elder Law Clinic during the summer of 2007. Upon graduation, this led her to Atlanta Legal Aid’s Georgia Senior Legal Hotline, where she volunteered and eventually worked as a staff attorney. She entered private practice in 2009, and joined her current firm in 2013.

Sarah is a member of the State Bar of Georgia, the Atlanta Bar Association, and the North Fulton Bar Association. She is accredited by the VA and is a member of the National Academy of Elder Law Attorneys, the Georgia Association of Women Lawyers, the Fiduciary Section of the Georgia Bar, the Atlanta Bar’s Estate Planning and Probate Section, and the Atlanta Bar’s Elder Law Section, serving as chair of the Elder Law Section during its 2012-2013 term.

Blake Melton/Synovus Family Asset Management

Blake is a Senior Wealth Strategist at Synovus Family Asset Management, a multi-family office housed within Synovus Financial Corp., N.A. Prior to joining FAM in 2007, Blake was in private practice with Page, Scrantom, Sprouse, Tucker, and Ford. Blake earned his BA in Economics from the University of Colorado at Boulder, his law degree from the University of Georgia School of Law (cum laude), and his LL.M. in tax from the University of Alabama School of Law (summa cum laude). He is also a Certified Financial Planner (CFP®). Blake is a member of the Georgia and Alabama Bars. He is highly involved in the Fiduciary Section of the Georgia Bar, is currently in the leadership of the Section, and is a frequent speaker at professional education programs. He is also a member of the Columbus and Atlanta Estate Planning Councils.

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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in 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

Estate Planning for the Problem Child: Dealing with Addiction, Slackers, and Bad Marriages

October 25, 2017 by Mike

Gwinnett Studio

Estate Planning for the Problem Child: Dealing with Addiction, Slackers, and Bad Marriages

00:00 /

Craig Frankel, Jillian Wagenheim, Mary Galardi, Adam Gaslowitz

Mary Galardi/Galardi Law

Mary B. Galardi founded Galardi Law 19 years ago and practices in the areas of estate planning, probate and business law. She was elected a Fellow in the American College of Trust and Estate Counsel in 2017. She has been chosen as a Georgia Super Lawyer since 2006 and one of the top 50 women lawyers in the state, most recently this year. Mary received her Juris Doctor from the University of San Diego School of Law and her undergraduate degree from Texas Tech University, graduating cum laude.

Mary is active in the Fiduciary Law Section of the State Bar, currently serving as Chair for 2017-18. She is active in the Atlanta Bar Association where she has served as Chair of the Estate Planning Section.

Jillian Wagenheim/Sertus Consulting

Jillian Wagenheim is the Founder and Principal Consultant at Sertus Consulting, LLC. With over a decade of experience in the non-profit sector, she has found her passion facilitating and acting as a change agent, helping nonprofits, individuals and multigenerational families explore next generation engagement in their philanthropy and family enterprises.

Jillian is a highly respected speaker, both nationally and internationally, on the topics of next generation engagement, innovation, values identification and generational personalities and perspectives.

Before opening her own consulting firm, Jillian was Director of Family Philanthropy at the Jewish Federation of Greater Atlanta assisting multigenerational families with engaging the next generation. Prior to that, she held the position of Senior Philanthropic Advisor focusing on Next Gen Major Donors. Jillian has also served as the Director of Membership Services at Ahavath Achim Synagogue, the largest and oldest Conservative synagogue in Atlanta. While there, she implemented programs focused on engaging the next generation in synagogue life which earned the synagogue national recognition with a Gold Solomon Schechter Award. Jillian taught fifth grade for three years in an Atlanta elementary school after earning a BA in Elementary Education at Michigan State University.

Jillian is a certified speaker and consultant for 21/64, a nonprofit specializing in mutigenerational engagement in philanthropy and family enterprise. She is a member of, and holds a Certificate in Family Wealth Advising (CFWA) and a Certificate in Family Business Advising (CFBA) from, the Family Firm Institute.

Jillian can be reached at jillian@sertusconsults.com or 404.272.7555

ABOUT GASLOWITZ FRANKEL, LLC:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in 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

Financial and Estate Planning Issues Facing Women

August 23, 2017 by Mike

Gwinnett Studio

Financial and Estate Planning Issues Facing Women

00:00 /

Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small.

Emily Sanders/United Capital

Emily C. Sanders, CPA, is a Managing Director of the United Capital Atlanta office. In 2009 she was named one of the “Top 50 Women in Wealth Management” in the U.S. by Wealth Manager magazine. She graduated Magna Cum Laude from the University of Pennsylvania with a BA degree in International Economics and from New York University with an MBA in Accounting. She is a Certified Public Accountant (CPA) and a Certified Cash Manager (CCM), as well as Series 65 licensed. Ms. Sanders also received a Juris Master (JM) degree from Emory Law School.

Prior to founding the United Capital Atlanta office, formerly Sanders Financial Management, Inc., Ms. Sanders served as Assistant Treasurer at BellSouth Corporation for nine years where she managed $1 billion in corporate and pension fixed income investments, as well as the International Finance group handling foreign exchange, mergers and acquisitions and global banking. She has visited 40 countries and was an internal auditor in South Africa.

From 1977 to 1985, Ms. Sanders was employed in various financial management and budget capacities by The Coca-Cola Company in Atlanta and Charter Publishing Company in New York City, and was a financial consultant to The Home Depot in 1995. Ms. Sanders is steeped in a healthcare background as the daughter of a physician and a hospital administrator. Her interest in elder care issues led to the attainment of the Registered Financial Gerontologist (RFG) designation. Ms. Sanders is an international speaker and has been quoted in numerous publications including The Wall Street Journal, Atlanta Journal-Constitution, Atlanta Business Chronicle, Entrepreneur Magazine, Financial Planning and more. Additionally, Ms. Sanders has appeared on CNN, Bloomberg TV, CNBC Worldwide Exchange and Closing Bell, and as a Guest Host on CNBC Europe TV.

Ms. Sanders serves on the Georgia Society of CPA’s Leadership Council where she received the Distinguished Committee Chair award for the Committee on Financial Literacy. She co-chairs United Capital’s Women’s Initiative and is a 1994 graduate of Leadership Atlanta. In her spare time she enjoys international travel, reading biographies, visiting art museums, and being involved with The Atlanta International School, previously as Treasurer of the Parent Organization. In 2017, Ms. Sanders was awarded Most Valuable Player (MVP) amongst United Capital’s Managing Directors nationwide.

Abbey Flaum/Cohen, Pollack, Merlin & Small

Abbey S. Flaum is a partner in the Family Wealth Planning Group of Cohen, Pollock, Merlin & Small, P.C. Her practice is devoted to family wealth planning, estate, tax and charitable planning, probate, trust and estate administration, premarital planning, and family business succession planning.

Ms. Flaum is a member of the Atlanta Estate Planning Council. She has been named a Legal Elite by Georgia Trend for the past five years and has received Super Lawyers’ under 40 top designation as a Rising Star for the past eight years. She frequently speaks to audiences on the topics of estate and tax planning, asset protection planning, philanthropy, complex gift planning structures, planning for the newly-single individual, planning for aging and longevity, planning
for modern family structures and the interplay of family law and estate planning.

In addition to her legal practice, Ms. Flaum works with a variety of organizations which promote solutions in planning for health, longevity and quality of life, and has received several awards for her community involvement. She currently serves as Vice Chair of Development on the Executive Board of Jewish Home Life Communities, a comprehensive, non-profit system of eight communities meeting the many needs of seniors and their families across the metropolitan Atlanta area. She chairs the Caring Outcomes Committee for the Jewish Federation of Greater Atlanta, with the purpose of making funding recommendations to community partners who provide services for the health, well-being and financial fitness of local and international aging
and disabled populations. Ms. Flaum also sits on the Board of Trustees of the Southeastern Region of the Anti-Defamation League (ADL), is a Children’s Healthcare of Atlanta Legacy Advisor, and an alumnus of the Philanthropic Advisory Leadership Institute (PALI), the Glass Leadership Institute, and the Jewish Federation’s Emerging Leadership Project.

A native New Yorker, Ms. Flaum has resided in Atlanta for the past twelve years. Her husband and two children put the importance of her work in perspective on a daily basis. Ms. Flaum received her Bachelor of Arts, Summa Cum Laude, from Arizona State University, her Juris Doctor from the University of Miami School of Law, and her Master of Laws in Taxation, Cum Laude, from the University of Alabama School of Law.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in 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

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

July 27, 2016 by Mike

Gwinnett Studio

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

00:00 /

Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings.

Carly Howard/Atlantic Trust

Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning, and fiduciary administration for trusts and probate estates. Prior to joining Atlantic Trust, Carly was a senior vice president and personal trust specialist with BB&T Wealth’s Professional and Executive Advisory Group, where she provided customized wealth management services for executives and business owners with a focus on fiduciary issues related to executive compensation. She previously served as a fiduciary specialist for BB&T Wealth in South Carolina and Wells Fargo Private Bank in North Carolina. Prior to joining the financial services industry, Carly was an adjunct professor at the Charleston School of Law and an attorney practicing estate planning and fiduciary litigation with major law firms in Miami and Charlotte. She holds Juris Doctor and Master of Laws degrees from the University of Miami and earned a Bachelor of Arts degree in communication from the College of Charleston. Carly currently chairs the board of directors for PhilanthroFest, a 501(c)(3) non-profit organization, and was included in the Community Building Initiative (CBI) Charlotte’s 2015 “Leaders Under 40” program. She has also served on the South Carolina Probate Code Revisions Committee, Charleston Tax Council, Florida Association for Women Lawyers and other trade groups. Carly has written articles for or been quoted in national and local publications, including The Wall Street Journal and Trusts & Estates magazine.

Rebecca Cummings/Rebecca Godbey Cummings, LLC

Rebecca Cummings is an expert in wills, trusts and estates. For nearly two decades, she has given clients the peace of mind that their estate planning is in perfect working order, and she has counseled families through the process of administering the estate of a loved one. Rebecca spent a decade as an entrepreneur and founder of a small law firm before becoming a partner in one of the most respected estate planning groups in Atlanta. In 2015 she established this law firm to make expert legal advice more affordable for middle class people, and in 2016 she began offering professional fiduciary services for Georgia estates and trusts. Previously a law professor, Rebecca is known for her exceptional ability to explain complex ideas and systems in simple terms; she has repeatedly been named one of the state’s “most effective” lawyers and one of the Top 100 lawyers in Georgia. Rebecca also serves as an expert witness in estate and trust disputes and is the author of “The Case Against Access to Decedents’ Email: Password Protection as an Exercise of the Right to Destroy.” Rebecca is also a dynamic speaker, facilitator, and business development coach. She is past president of the Georgia Association for Women Lawyers (GAWL) and she has given hundreds of workshops, presentations and keynote speeches to companies and organizations such as Coca Cola, the CDC, Emory, Commercial Real Estate Women (CREW) and the Fiduciary Law Section of the State Bar of Georgia, on topics as diverse as Georgia’s trust code, running effective meetings, and successful negotiation strategies. Rebecca returns year after year to facilitate strategic planning retreats for organizations that value her ability to create fun and productive multi-day planning sessions for their employees and volunteers. She is affiliated with Novateur Partners, an Atlanta-based consulting, training and coaching company. Rebecca earned her B.A. at Emory University and her J.D. at William & Mary Law School.

ABOUT GASLOWITZ FRANKEL, LLC:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in 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

OPEN FOR BUSINESS: Quentin Moses with HealthMarkets, Nick Morgan with Peachtree Planning, Duke Smith with Rottweiler Systems, and Cliff Tillery with Make It Loud

May 27, 2016 by Mike

Gwinnett Studio

OPEN FOR BUSINESS: Quentin Moses with HealthMarkets, Nick Morgan with Peachtree Planning, Duke Smith with Rottweiler Systems, and Cliff Tillery with Make It Loud

00:00 /

Johnny Phelps, Cliff Tillery, Nick Morgan, Duke Smith, Quentin Moses

Quentin Moses/HealthMarkets

HealthMarkets Insurance Agency searches thousands of insurance plans from over 180 insurance companies to find the coverage that’s right for you at a price that fits your budget. HealthMarkets Insurance Agency searches thousands of Medicare, health, dental, vision, supplemental, and life insurance policies. They meet in person to design a plan for your needs. HealthMarkets Insurance Agency offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets Insurance Agency gets you the guaranteed lowest price for the insurance plans they offer.

Nick Morgan/Peachtree Planning

Peachtree Planning offers a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of their philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.

Duke Smith/Rottweiler Systems

For over 30 years Rottweiler Systems has serviced the metro Atlanta area. Rottweiler installs and services business telephone systems of just about any variety. Rottweiler also provides award-winning monitored security systems, surveillance cameras, and card access systems, all with interactive apps. Rottweiler technicians are experts which fully integrate diverse systems together to maximize the effectiveness of any one aspect. The result is Business Intelligence for key decision makers. Owners and managers will have more information to help them make more informed decisions, improve processes, and maximize efficiency. Combined with interactive mobile apps, Rottweiler Systems provides solutions to business owners, making them informed with what’s happening at their business from anywhere.

Cliff Tillery/Make It Loud

Make It Loud is a marketing company specializing in digital marketing. They provide web design, search engine optimization, social media, email marketing, printing and other marketing services, primarily for small and medium sized businesses.

CLICK HERE to watch the video of this show on YouTube.

AGLCC, Occasional Occasions, TP Corporate Lodging, Lab Monkey

May 17, 2016 by angishields

Midtown Business Radio

AGLCC, Occasional Occasions, TP Corporate Lodging, Lab Monkey

00:00 /

AGLCC, Occasional Occasions, TP Corporate Lodging, Lab Monkey

3rd Tuesday means the AGLCC is with us in studio. Co-hosts, Emma Foulkes and Bruce Logue sat down with Occasional Occasions’ Carlton Brown, TP Corporate Lodging’s Tim Miller, and President of Lab Monkey and new AGLCC President, Jack Kinley.

Emma shared some upcoming events hosted by AGLCC, including the Procurement Expo held 5/23, where entrepreneurs can learn about the procurement process around supplier diversity that, should they obtain certification as LGBTBE’s, can truly help them grow through those supplier relationships.

Carlton Brown has been providing catering services for over 24 years in the Atlanta area. He learned how to cook when he was in his 20’s coming out of the military. He decided to go to culinary school to learn while working in corporate jobs. He explained he was pulled into the catering business somewhat by accident, when a friend asked if he would prepare some food for a party. He was called with inquiries about providing catering services by guests who had attended the event.

From there his business continued to grow by word of mouth and he ultimately decided to leave the corporate world to be a full time caterer running his own business. We talked about how he enjoys the way the catering business flows over the challenges of having a brick and mortar restaurant. Carlton also explained how he had to learn how to market his business and the value of networking, which was aided greatly through his involvement with the AGLCC.

TP Corporate Lodging was founded when Tim Miller purchased the firm and ultimately changed the name after having worked with the company for a number of years. He explained the name was inspired by his childhood goal of having a chain of “TP Inn’s”, named after his name, Timothy Paul. He worked in the hotel business for a period of time and learned of the challenges and stresses around it before going to work in the corporate housing space, where he found he enjoyed the business model.

The company provides executives and other individuals/families who need a nice, furnished home for a period of time that exceeds what a hotel’s cost would reasonably bear. Tim explained that they have housing options that span the range of upper-middle to high end apartment residences, both in-town and in the suburbs, depending on the needs of the clients.

He talked about the fact that this type of housing is frequently utilized by the movie industry, giving him the opportunity to have provided residences for several well-known celebrities. Tim is also an AGLCC member and shared the fact that his experience as a member has also provided relationships that have helped his business grow.

Jack Kinley founded Lab Monkey, a creative consultancy, helping to craft and share a business’s story effectively, primarily with their internal clients across large enterprises. The name was a college nickname he earned in college, working all-nighters in the computer lab. He enjoyed the free-spirited, creative environment of his experience in college working on various projects and thought it would be a name that was both interesting as well as representing the dynamic of his firm.

The company hires high-level executives who are still interested in working. They leverage their experience and credibility to serve the needs of their clients (typically businesses with 1000 employees or more) to effectively identify and share their stories with the employees who work for them to increase engagement and buy-in with the brand.

Jack is also the incoming President for AGLCC and explained his involvement with advancing the AGLCC’s ability to increase awareness of the organization to the community. Having gotten to work so closely with the executives through the process, which was actually done through an engagement with Lab Monkey, he was inspired to become part of the leadership team himself.

Special Guests:

Carlton Brown, Owner, Occasional Occasions By Carlton

Tim Miller, President/Owner, TP Corporate Lodging

Jack Kinley, Founder/CEO, Lab Monkey

Emma Foulkes, Managing Partner, Foulkes & Steele Wealth Management

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

BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners

January 29, 2016 by Mike

Gwinnett Studio

BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners

00:00 /

Rich Bartolotta, Rob Marbury, Bryant Shipp, David Morris

Rob Marbury/Marbury Creative Group

Marbury Creative Group, based in Duluth, GA, is an award-winning branding and advertising agency founded in May 2010 by Rob Marbury, after 22 years as an art director, creative director and VP creative in the advertising industry.

The Marbury motto is ‘Tell it Better! (if necessary, use words.)” For more information, or to see samples of the agency’s work, please visit WeTellitBetter.com, email Rob at rob@marburycreativegroup.com or call 648-735-5220.

Bryant Shipp & David Morris/Grandview Strategic Partners

GrandView Strategic Partners is the investment advisory entity of the GrandView integrated group of financial services companies. GrandView’s team of specialists works closely with business owners – and high net-worth individuals – providing solutions to address investment needs.

GrandView’s approach emphasizes preservation of principal, with a focus on current and future cash flow. By focusing on generating passive income, they strive to help clients successfully achieve life’s milestones.

Rich Bartolotta/Schooley Mitchell

Rich Bartolotta of Schooley Mitchell is the host of “Breaking Par in Business“.

Schooley Mitchell is the largest independent consulting business in North America that specializes in helping businesses improve profitability by reducing telecom and merchant services expenses.

One unique aspect of their offering is that they work on a contingent fee basis, meaning their fee is a share of the savings they generate. So business owners take no risk in working with Schooley Mitchell.

Schooley Mitchell has been in business since 1980, saving thousands of clients almost a quarter of a billion dollars. To learn more about Schooley Mitchell Atlanta go to schooleymitchell.com/rbartolotta or email Rich at rich.bartolotta@schooleymitchell.com.

Year-End Philanthropy and Charitable Giving Ideas

November 25, 2015 by Mike

Gwinnett Studio

Year-End Philanthropy and Charitable Giving Ideas

00:00 /

Craig Frankel, Itai Tsur, Justin Sullivan, Patrick Renn, Adam Gaslowitz

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Craig Frankel discuss year-end philanthropy and charitable giving ideas with their guests Pat Renn, Itai Tsur and Justin Sullivan.

Pat Renn/Renn Wealth Management Group

Pat Renn is the founder and president of The Renn Wealth Management Group. He is a CERTIFIED FINANCIAL PLANNER™ professional with more than 35 years of experience in counseling high-net-worth individuals, business owners and professionals regarding their financial affairs.

Pat has been president of the Georgia Society of the Institute of Certified Financial Planners and president of the Georgia chapter of the International Association for Financial Planning. He is a member of the Society of Financial Services Professionals, the Atlanta Estate Planning Council and the Georgia Planned Giving Council. He holds a bachelor’s degree in business administration from Villanova University and an MBA from Loyola College. He holds the Advanced Pension Planning certificate from The American College as well as the Investment Management Consultant designation from Raymond James Institute.

Pat served on the board of trustees for Holy Innocents’ Episcopal School and was chair of their Endowment Funds Committee. Pat also served as chair of the Cathedral of St. Philip Endowment Funds and is the current chair of the Episcopal Media Center Endowment. He is past board chair of the Georgia Special Olympics and has served on numerous charitable and professional organization boards.

LinkedIn: https://www.linkedin.com/in/patrick-renn-7b74541

Twitter: https://twitter.com/patrenn

Itai Tsur/Jewish Federation of Greater Atlanta

Itai D. Tsur is the Senior Director of Planned Giving and Endowment (PG&E) at Jewish Federation of Greater Atlanta. In that capacity, Itai manages and oversees Federation’s endowment, including its stewardship program, policies and procedures, record retention, fund distributions, programming and donor services. A graduate of the University of Texas at Austin and Emory University School of Law, Itai is an experienced attorney who worked for several years in private practice both in New York City and Atlanta prior to entering the world of nonprofit. Itai subsequently earned his MBA from Georgia State University, Robinson College of Business, and draws upon that training in order to guide PG&E’s transition to The Atlanta Jewish Foundation, which is set to launch in early 2016.

LinkedIn: https://www.linkedin.com/in/itaitsur

Twitter: https://twitter.com/itaitsur

Justin Sullivan/PNC Wealth Management

As Vice President and a PNC Wealth Management Investment Advisor, Justin Sullivan develops, communicates and executes tailored investment strategies for clients. He is responsible for managing complex fiduciary, agency and individual retirement accounts, as well as alternative investment product. Justin also works with a team of specialists in financial and estate planning, banking services and trust to help clients achieve their financial objectives.

Prior to his current role, Justin was an Investment Advisor with PNC Wealth Management in Philadelphia, PA. He completed a year-long rotational program for emerging wealth management professionals where he acquired industry skills including investments, wealth planning, estate planning and completed rigorous credit training. Justin managed over $120M in assets for his clients in Philadelphia before relocating to Atlanta in 2013.

Justin lives in the Buckhead area of Atlanta and serves on the Board of Directors for the Fulton County Court Appointed Special Advocates (CASA). He enjoys reading, travel, volunteerism and outdoor activities. He earned his Bachelor of Science in Business Administration (Finance and Economics) degree from the University of Pittsburgh. He is also a CERTIFIED PROFESSIONAL PLANNER™.

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in 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