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Insurance: What You Need to Know and How it Fits in Your Financial Planning

June 26, 2019 by Mike

Gwinnett Studio

Insurance: What You Need to Know and How it Fits in Your Financial Planning

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Adam Gaslowitz, Andy Siegel, Philip Kahn, Craig Frankel

Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance

Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of Insurance in New York. he is a Chartered Property & Casualty Underwriter (CPCU), a Certified Insurance Counselor (CIC), and an Accredited Advisor in Insurance (AAI).

Volunteering on behalf of Atlanta’s Jewish community, Andy has served on the board of Jewish Vocational Services, which merged with Jewish Family Services in 1995, and he remained as an officer during the year the two organizations combined. Over the past 20 years, Andy has also assisted the Jewish Federation of Greater Atlanta with their annual fundraising campaign. He has further served on the board of Ahavath Achim Synagogue since 2004, and has co-chaired the Greenfield Hebrew Academy golf outing for the past three years.

Philip R. Kahn, CPA/CFP, Kahnsulting Financial Planning

Philip Kahn CPA, CFP® of Kahnsulting Financial Planning is currently in his 17th year as a fee-only financial planner for small business owners and individuals where he helps his clients focus on documenting and achieving their (often changing) financial goals and objectives. He has experience in business transition, net worth and cash flow analysis, retirement planning, tax analysis and planning, charitable giving, insurance planning, and asset investment allocation analysis. Philip does not manage any of his client’s funds.

Philip spent his first five years working in public accounting with privately held business owners in the audit, consulting and tax areas; three years as a controller for a $70 Million distribution firm (and managed from $3M to $15M in investment assets); CFO for two entities and led the effort to refocus the businesses and created value that led to the sale of the entities to publicly held companies.

Philip has taught financial planning in Georgia Middle Schools and High schools (where financial education should begin!). He has been the Treasurer of a non-profit college funding entity, and continues to serve on the board. Philip is a native of Atlanta and a graduate of the University of Georgia Tull School of Accounting. He is an active CPA and CFP®.

CLICK HERE to watch the video of this show.

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

Radical Changes Coming to the World of Air Travel

June 25, 2019 by Mike

Gwinnett Studio

Radical Changes Coming to the World of Air Travel

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A.J. Piplica/Hermeus

Hermeus is a startup developing a Mach 5 aircraft with the goal of massively reduced flight times and increased safety for long haul, business class air travel. The aircraft will be capable of a range of 4,600 miles at a cruising speed of 3,300 miles per hour. The product’s design enables it to operate with minimal changes to current aviation infrastructure.

CLICK HERE to watch the video of this show.

Kaushik Desai & Saloni Desai with By Design LED

June 25, 2019 by Mike

Gwinnett Business Radio

Kaushik Desai & Saloni Desai with By Design LED

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Amanda Pearch, Kaushik Desai, Saloni Desai

Kaushik Desai & Saloni Desai/By Design LED

By Design LED’s commercial lights are manufactured using the latest technology and innovation. As an Atlanta-based company with global connections, they are personally involved during the entire process, from consultation and manufacturing to supplying and installing. Their company’s mission is to offer customers a faster ROI with low upfront pricing, proven quality materials, tested and verified specifications, nearly zero maintenance costs, low installation costs, and eligibility to qualify for location-based rebate programs.

By Design LED has all the required certifications and licenses for every product. Their lights undergo rigorous testing, the results of which are available to the public on the DLC website under their company name. Many LED lights are developed with technology that would require minimal time for installation by merely replacing the existing fixture through retrofit kits, without requiring any extra rewiring. Furthermore, their products are certified to receive any available government rebates in each state for retrofitting or installing new LED fixtures.

By Design LED guarantees 50,000 hours operating at 80% performance or better for their LED products. In addition to their commitment for energy efficient products in the LED market, they are also passionate about making an environmental difference. By Design LED is the solution you need to “give your future the green light.”

Episode 51: Designing a Digital Content Management Process with Alicia Butler Pierre

June 23, 2019 by Mike

Business Infrastructure

Episode 51: Designing a Digital Content Management Process with Alicia Butler Pierre

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There’s no escaping the reality of having a strong online presence. In this Season 4 finale, Alicia Butler Pierre, business infrastructure expert and host of the Business Infrastructure show, shares the two-pronged approach she uses to design a content management process that is practical, sustainable and rooted in data science. Listen as she candidly shares the series of events that led her to change her once negative views about online content creation and distribution. You too can create your own “web” of content that sticks and converts through the right selection of people, processes and tools.

Special Guest: Alicia Butler Pierre, Founder & CEO – Equilibria, Inc.

Location: Atlanta, GA USA

Show Notes:

- Behind the Facade: How to Structure Company Operations for Sustainable Success: Alicia’s book.
- Adobe Stock: high-quality stock photography.
- Diversity Photos: high-quality photography representing a diverse, global community.
- Canva: free design software for flyers, banners, presentations and more!
- Two-Factor Authentication instructions:
- Automation tools Alicia recommends:
  - GoCanvas: digitize your paper forms and use on mobile devices
  - Acuity Scheduling: online appointment scheduler; accept payments and more
  - Google Alerts: setup and receive curated content around selected topics
  - Bitly: link shortener tool
  - TinyURL: link shortener tool with free url customization

How to Link Your Social Media Activities into a Process that Builds Your Personal Brand from Equilibria, Inc.

LEADER DIALOGUE: The Power of the Baldrige Framework

June 21, 2019 by Mike

Gwinnett Studio

LEADER DIALOGUE: The Power of the Baldrige Framework

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The power of the Baldrige framework is examined with special guest and former healthcare industry CEO Lowell Kruse.

Lowell Kruse/Chair of Communities of Excellence

Lowell C. Kruse is the former CEO of Heartland Health in St. Joseph, Missouri. He retired in July 2009 after serving Heartland for 25 years as their CEO. Kruse came to St. Joseph in 1984 when the two existing community hospital boards had decided to come together and form Heartland Health to better serve the needs of the community and the broader region surrounding St. Joseph. He describes the vision of the organization as, “Heartland Health and its service area will be the best and safest place in America to receive healthcare and live a healthy and productive life.” As evidence of the organization’s progress toward that vision, they were the 2009 recipient of both the Malcolm Baldrige National Quality Award and the Foster G. McGaw Prize for Excellence in Community Service. During his 45 year career, Lowell served on numerous boards, committees, commissions and in leadership capacities in professional and civic organizations including State and National Jaycee Organizations, state hospital associations, American Hospital Association, Chamber of Commerce, United Way, State Commissions, health planning agencies, and similar organizations. He has been the recipient of a variety of personal and professional awards and recognitions during his career. Lowell currently serves as Co-Founder and Chair of Communities of Excellence 2026, the Board of Directors for the Baldrige Foundation and the Missouri Family and Community Trust.

About SOAR Vision Group

The SOAR Vision Group mission is to: Align People with Purpose to Achieve Exceptional Results. SOAR provides best practice strategy execution, business process optimization services, and a structured organizational development approach for organizations to effectively implement the Baldrige Performance Excellence framework. For more information, contact SOAR Vision Group at (888) 294-3303 or visit soarvisiongroup.com.

About the Baldrige Foundation

The mission of the Baldrige Foundation is to ensure the long-term financial growth and viability of the Baldrige Performance Excellence Program, and to support organizational performance excellence in the United States and throughout the world. The Malcolm Baldrige National Quality Award is presented annually by the United States President to organizations that demonstrate quality and performance excellence. For more information, contact the Baldrige Foundation at (202) 559-9195 or visit baldrigefoundation.org.

David Taylor-Klaus with DTK Coaching

June 20, 2019 by Mike

ePresence

David Taylor-Klaus with DTK Coaching

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David Taylor-Klaus/DTK Coaching

DTK Coaching is a powerful propellant for transformational change. David Taylor-Klaus guides successful professionals through a clear and distinct process of stepping into their brilliance with authenticity, purpose and heart. The results are a kind of Life-Work balance that produces profitable businesses, thriving families and wildly fulfilling lives.

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.

Luciano Lombera with MC Granite Countertops

June 20, 2019 by Mike

Gwinnett Business Radio

Luciano Lombera with MC Granite Countertops

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Luciano Lombera/MC Granite Countertops

Located in Georgia, Tennessee, and North Carolina, MC Granite Countertops offers affordable prices on granite, marble, quartzite, quartz, and soapstone. MC Granite Countertops makes it their priority to deliver high quality countertops at competitive prices. Their warehouse works with only the finest quality tools and materials. From template to installation, they are devoted to quality workmanship and professionalism. Their promise of quality is backed by a 100% warranty on materials and workmanship.

Nic Cooley with North Florida Security Academy

June 18, 2019 by Mike

Case In Point

Nic Cooley with North Florida Security Academy

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Nic Cooley/North Florida Security Academy

North Florida Security Academy was founded to educate Security Officers at the highest level to provide them with the necessary training and skills to obtain employment and to make a difference. Since 2016, their mission remains the same, however they have now extended their programs to the general public. They believe that self-defense, awareness training, and education should be taught to everyone.

Nic Cooley, the Founder, President, CEO and Lead Instructor of the North Florida Security Academy has a passion for education and training. He started teaching at the age of 15 for the American Red Cross CPR and First Aid programs. During his career, he has taught thousand of courses. He is a former EMT-P, holds degrees in Security Management, Education, Business, and Counseling from an AS Degree to a PhD. He was written and developed hundreds of educational programs, test and certification programs. His classes and instructors hold to the highest standards at all times, and he has produced dozens of Supervisors and Managers in the Security field.

The Atlanta Business Startup and Venture Capital Scene

June 18, 2019 by Mike

Gwinnett Studio

The Atlanta Business Startup and Venture Capital Scene

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What are the hot new companies, just how big is the Atlanta startup market, and what does the future of starting a new business in Georgia look like? Christy Brown, the managing director with the Atlanta office of Loeb Enterprises – an unique venture capital fund – and host Bryan Mulligan of Applied Information share the common experience of entrepreneurship, which is what makes America work.

Christy Brown/Loeb Enterprises

Loeb Enterprises are people-first investors, moving beyond venture capital to become a friend and trusted ally of their entrepreneurs. And they are always looking for the next big idea.

The approach of Loeb.atl mirrors the character of Atlanta itself: Intelligent, gritty and geared to win. Atlanta is an ideal ecosystem to build the next generation of startups focused on creating real value and solving problems.

CLICK HERE to watch the video of this show.