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Curated Collection Of The Best Interviews From Our Gwinnett Studio





Dr. Alan Wang with Salude, Cappi Arneson with Foster & Witmer and Mike DiLeone with Lanier Islands

Steven Julian, Dr. Alan Wang, Cappi Arneson, Mike DiLeone, Mike Sammond

Steven Julian, Dr. Alan Wang, Cappi Arneson, Mike DiLeone, Mike Sammond

Dr. Alan Wang/Salude

???????????????????????????????Salude is a 46,610-square-foot, upscale transitional care and rehabilitation facility focused on providing exceptional care in a state-of-the-art environment. Helping patients recover is as much of an art as it is a science, and Salude combines clinical excellence with beautiful surroundings as a way to enhance the health and wellness of every person who passes through the doors.

Cappi Arneson/Foster & Witmer

Cappi Arneson, Foster & WitmerEstablished in 1976, Foster & Witmer specializes in all types of insurance coverage with a focus on hard to place risks. If you or someone you know is having a difficult time with their insurance, give them a call. Their ability to shop your coverage with several companies allows for the best results in the marketplace.


Mike DiLeone/Lanier Islands

Mike DiLeone, Lanier IslandsSituated along the shores of Georgia’s Great Lake, Lanier Islands features 1,500 scenic acres, beckoning to families and corporate groups alike. Marrying luxurious amenities with unparalleled natural beauty, a Lanier Islands vacation is one to be treasured long after your bags have been unpacked and your photos have been uploaded. With over 24,000 sq feet of indoor space, multiple unique outdoor function spaces and extensive team-building activities, a meeting at Lanier Islands is never just a meeting – it’s an inspirational experience.

Steve Walker with Civis Capital and Michael Sytsma and Monique Wells with Building Intimate Marriages

Dr. Michael Sytsma, Monique Wells, Steve Walker, Steven Julian

Dr. Michael Sytsma, Monique Wells, Steve Walker, Steven Julian

Steve Walker/Civis Capital

???????????????????????????????Civis Capital, based in Knoxville, is the small business lending division of Civis Bank, a 109-years old community bank headquartered in Rogersville, TN. The bank prides itself on taking its hometown, community bank attitude and approach beyond the TN borders and throughout the southeast. Civis’s business lending territory is the southeastern USA including all of Florida. Civis Capital treats its clients with the attitude reflected in its motto – “Small Business is our Only Business.” The bank began life as Citizens Bank of East Tennessee, and recently changed the name to use the Latin word for “citizen” and reflect a broader geographic reach.

Steve Walker is a native of Atlanta and 25-year Georgia banking veteran, with the vast majority of that time in commercial loans. He spent the bulk of it in the “big bank” world, logging 12 years with Wachovia/Wells Fargo and 9 years with Regions Bank before moving to the community bank world, which he considers a breath of fresh air. Steve is a subject matter expert on SBA lending and the benefits it offers today’s entrepreneurs, especially the 7(a) program.

Dr. Michael Sytsma & Monique Wells/Building Intimate Marriages

Michael and Monique, Building Intimate MarriagesBuilding Intimate Marriages aims to help individuals grow using marriage as the main agent of change. They do so by providing counseling, psycho-education, and resources focusing on relationship, premarital, marriage, and sex therapy. They also provide consulting and training to other professionals who specialize in the same arena.

They provide about 100 hours of counseling per week with the specialty areas of sex therapy (i.e., sexual conflict, sexual desire conflict, sexless marriages, painful sex, erectile dysfunction), affair recovery, premarital, communication problems, highly conflicted marriages, general marital discord. They also see individuals and families for a variety of typical counseling needs. They provide this counseling for a range of fees depending on the training and experience of the counselor. Session fees for interns can be as low as $10 per session.

They also have a sexual enrichment workshop for married couples – the Passionate Intimacy Workshop. This Friday/Saturday workshop has been shown in follow-up research to be highly effective in helping couples, with 75% stating what they learned was still having a positive change in their overall sexual satisfaction in marriage 6 months after the workshop. They provide the workshop about 4 times a year.

OPEN FOR BUSINESS presented by the Gwinnett Chamber of Commerce

Mike Sammond, Jai Rogers, Jeff Kim, Rachel Fasig, Vince DeSilva

Mike Sammond, Jai Rogers, Jeff Kim, Rachel Fasig, Vince DeSilva

Jeff Kim/TRACS Group

Tax Rebate And Credit Specialists ( TRACS ) brings their  specialty of identifying and generating state and federal tax credits to Georgia businesses. They service over 1,200 clients and have generated more than $292 million of state and federal tax credits for their clients.

 

Jai Rogers/Delta Community Credit Union

Delta Community Credit Union is Georgia’s largest credit union serving more than 300,000 members in the metro Atlanta area and employees of top businesses such as Delta Air Lines, Chick-fil-A and RaceTrac. Delta Community is a state-chartered credit union organized under the Georgia Department of Banking and Finance, and its deposit accounts are federally insured through the National Credit Union Share Insurance Fund. Unlike a for-profit bank, Delta Community is owned by its members, not individual or institutional investors.

Rachel Fasig/Suwanee Magazine

Suwanee Magazine is a family, community & lifestyle magazine designed to keep pace and flow with the active Suwanee lifestyle. Distributing over 20,000 free copies bi-monthly to hundreds of businesses and locations in the Suwanee area, the magazine shares insight with its readers and focuses on their unique interests. Suwanee Magazine devotes sections pertaining to the best of dining, shopping, music, local personalities, business, industry and everything in between that impacts the Suwanee area and beyond. Each month new businesses emerge, new trends develop, new leaders move to the community forefront and Suwanee Magazine is there to keep you connected!

Vince DeSilva/Gwinnett Chamber

The Gwinnett Chamber continues to lead the way in the creation of programming geared towards its membership community.

 

 

 

 

 

Tim Hur with Point Honors & Associates Realtors

Mike Sammond, Tim Hur, Steven Julian

Mike Sammond, Tim Hur, Steven Julian

Tim Hur/Point Honors and Associates Realtors

Point Honors and Associates is a unique real estate firm focused on clients. More than just a simple real estate company, PHA fosters an environment where clients come first and has a motto of “redefining real estate”.

Clients that work with PHA agents dramatically increase the chance for success and a complete sale. Their unique model provides advice from qualified professionals and has grown from the exponential number of referrals. PHA is experienced in residential and commercial aspects of the U.S. market and has significant expertise in the international market, with a concentration in Asia.

PHA is based in Gwinnett County, a location that serves as a doorway to the fastest-growing region in the U.S., as well as the entire country. Tim Hur has also been appointed as the President Liaison to South Korea for the National Association of Realtors for 2013 and 2014, and served as the President of the Atlanta Metro Chapter of the Asian Real Estate Association of America.

“Why You Should Include Planned Giving in Your Estate Plan” with Phyllis Silverstein and Alicia Philipp on Wealth Matters Radio Show

Craig Frankel, Adam Gaslowitz

Craig Frankel, Alicia Philipp, Phyllis Silverstein, Adam Gaslowitz

What is “planned giving”? What is the philanthropic landscape in Atlanta today and what is the state of philanthropy in our community? How does creating a planned giving program help the family with their estate plan and family relationships?

If you ever ask yourself these or similar questions, this episode of “Wealth Matters”, the radio show where we discuss the opportunities and challenges of preserving and managing wealth is for you! During this episode of “Wealth Matters,” attorneys Adam Gaslowitz and Craig Frankel interview Phyllis Silvertein and Alicia Philipp discussing “Why You Should Include Planned Giving in Your Estate Plan.”

FullSizeRender (2)ABOUT ALICIA PHILIPP: Alicia Philipp is president of The Community Foundation for Greater Atlanta, one of the largest and fastest growing philanthropic service organizations in the country. The Community Foundation strengthens the 23-county metro Atlanta region by providing quality services to donors and innovative leadership on community issues. Philipp has led the Foundation’s grantmaking, fundraising and collaborative initiatives with donors, nonprofits and community leaders for the past 37 years. Under her leadership, The Community Foundation has grown from $7 million in assets in 1977 to more than $929 million in total assets today.

In 2013, The Community Foundation distributed more than $134 million representing 5,800 grants to approximately 2,100 nonprofits locally, nationally and internationally – making 2013 one of the largest years in the Foundation’s history for grantmaking. Named to Georgia Trend’s “100 Most Influential Georgians” list, Philipp has also been named one of the “100 Most Influential Atlantans” by the Atlanta Business Chronicle, one of 175 “Emory History Makers” by Emory University and has received the Georgia State University Distinguished Alumni Award. Her local, regional and national leadership responsibilities include previous service as a board member of the Council on Foundations, the Southeastern Council of Foundations, Independent Sector and the National Center on Family Philanthropy. Philipp received a bachelor’s degree from Emory University and a master’s in business administration from Georgia State University. 

FullSizeRender (1)ABOUT PHYLLIS SILVERSTEIN: Phyllis Silverstein is a Philanthropic Specialist for Wells Fargo Philanthropic Services. Phyllis helps individuals and multi-generational families achieve their charitable objectives through the creation and management of private foundations, charitable trusts and other charitable planning strategies. She also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management. Phyllis is responsible for involving all aspects of the Wells Fargo Private Bank in the awareness and importance of philanthropy for our clients and our community. Phyllis strives to create value for clients by helping them understand and maximize the impact their philanthropy has on current and future needs.

Prior to joining Wells Fargo, Phyllis was the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta for 8 years where she developed a comprehensive endowment program involving donors, professional advisors and community organizations. In total, Phyllis has over 28 years of professional fundraising experience and holds a BA from Florida Atlantic University and a Certificate in Financial Planning from the University of Georgia.

Phyllis is a Past President and Board member of the Georgia Planned Giving Council as well as a member of the National PPP (Partnership for Philanthropic Planning). She is an active volunteer for a variety of local organizations including a women’s empowerment foundation, middle school PTSA and lacrosse youth sports.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

CONNECT WITH OUR GUESTS:

Phyllis Silverstein website:  https://www.wellsfargo.com/the-private-bank/solutions/specialized/philanthropic-services/

Phyllis Silverstein phone: 404-238-0444

Phyllis Silverstein email: Phyllis.Silverstein@wellsfargo.com

Alicia Philipp website:  www.cfgreateratlanta.org

Alicia Philipp phone: 404-588-3189

Alicia Philipp email: aphilipp@cfgreateratlanta.org

ABOUT GASLOWIZ FRANKEL LLC:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

Estate-related fiduciary litigation:

– Will Disputes
– Estate Disputes
– Trust Disputes
– Business Litigation
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution

Business-related fiduciary litigation:

– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces

Securities and investment arbitration and litigation:

– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds

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Norm Stahl with Signarama Buford, and Steve Murray and Josh Everett with New Leaf Landscape Services

Norm Stahl, Steve Murray, Josh Everett

Norm Stahl, Steve Murray, Josh Everett

Norm Stahl/Signarama Buford

???????????????????????????????Signarama Buford is the leader for the last 14 years for business visibility, branding and marketing. Today, you must stand out to compete and grow and Signarama Buford is there to help you. Investing in solutions that will grow your business is the key. No longer can you afford to market and brand your business without a plan. Signarama Buford will help you create your vision to increase your visibility and create a consistent and powerful brand message in your marketing. Signarama Buford offers interior and exterior signs, banners, marketing materials, promotional products, trade show products, logo wearables, vehicle graphics and more. Signarama Buford is your single source for all your needs.

Steve Murray & Josh Everett/New Leaf Landscape Services

Josh and Steve on Business RadioXNew Leaf Landscape Services was established in 1989 and they have been serving their customers for the last 25 years. They are a full service design, installation and maintenance company that serves North Georgia. They are currently running 14 maintenance crews and three installation crews. Their heart is to provide superior customer experiences as well as increase your property’s curb appeal. Their team has over 90 years of experience in the green industry.

Lee Miller and Alan Shirley with PRO OnCall Southeast, Jim Slagle with Parc at Duluth, and James Willard and Kelli Willard with Operation Christmas Child

Mike Sammond, Jim Slagle, James Willard, Kelli Willard, Lee Miller, Alan Shirley, Steven Julian

Mike Sammond, Jim Slagle, James Willard, Kelli Willard, Lee Miller, Alan Shirley, Steven Julian

Lee Miller & Alan Shirley/PRO OnCall Southeast

Lee Miller & Alan ShirleyPRO OnCall Southeast provides outsourced I.T. support to small and medium businesses in the metro Atlanta area. They maintain and support servers, networks, software, applications and end users. They have a dedicated internal help desk, trained Microsoft engineers, and a world-class ticketing system. They become an extension of your business, making sure that technology is in alignment with your business goals!

Jim Slagle/Parc at Duluth

???????????????????????????????Serving families in Duluth, Johns Creek and Gwinnett’s finest neighborhoods since 2003, Parc at Duluth is the premier lifestyle choice for active seniors. From elegant fine dining in the warm company of friends, to state-of-the-art wellness programs that support vibrant lifestyles, Parc at Duluth affords active seniors the opportunity to live better, now.

Complemented by exceptional service, premium features, engaging activities and compassionate, caring staff. Parc at Duluth offers residents a collection of beautifully-appointed apartment homes designed specifically to enhance their individual lifestyle.

Parc’s senior communities have been compared to fine hotels, where life is a pleasure every day. From dedicated concierge and housekeeping services to exquisite cuisine and state-of-the-art amenities, life at Parc Communities defines the pleasure of living well.

Now, come experience the world of Parc Communities… a gracious community of friends that you will proudly call home.

James & Kelli Willard/Operation Christmas Child

???????????????????????????????Byteworks is a small technology company in Duluth, GA with a big heart… and a big goal. This year they hope to fill 1,000 Operation Christmas Child shoe-box gifts with tangible blessings for children overseas who desperately need something to smile about.

They’re looking forward to a fun, family-friendly event on November 15th from 10:00 am to 4:00 pm at the Byteworks office. View their video invitation and learn more about the “critical need items” they are collecting to fill boxes at www.byteworks.com/christmas.

OPEN FOR BUSINESS presented by the Gwinnett Chamber of Commerce

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

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

Norma West, Country FinancialFrom 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 businesses 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

Johnny Phelps, Harry Norman RealtorsFounded 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

Stephanie Sokenis, Gwinnett ChamberThe 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 develops opportunities for job growth by working with strategic partners to enhance economic development initiatives in Georgia. The Gwinnett Chamber promotes economic development in Gwinnett and the metro Atlanta area primarily through its Partnership Gwinnett initiative. Partnership Gwinnett focuses on holistic economic development in targeted industries through continuous efforts to retain, expand and leverage existing Gwinnett businesses; focused marketing efforts to attract businesses to locate or expand operations in Gwinnett; and comprehensive efforts to assist entrepreneurs in launching and sustaining start-up businesses.

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.

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Al Gainey and Stacey Reece with Spherion Staffing, Dr. Destiny Prezzano with Apalachee River Animal Hospital and Sherry Johnson with Rainbow Travel

Mike Sammond, Stacey Reece, Al Gainey, Dr. Destiny Prezzano, Sherry Johnson

Mike Sammond, Stacey Reece, Al Gainey, Dr. Destiny Prezzano, Sherry Johnson

Al Gainey & Stacey Reece/Spherion Professional Staffing and Recruiting

???????????????????????????????Spherion’s Mission: To help businesses work better, faster and more efficiently by providing them with the right talent at the right time to keep their business productive and successful. To help candidates live the life they love by providing them with fulfilling career opportunities that utilize their unique talents and skills, while driving them on toward greater success.

Locally owned and operated, Spherion Professional Staffing and Recruiting has a deep understanding of the businesses they serve and the unique qualities that make a candidate ideal for their opportunities. Immersed in the community and powered by the latest technologies, they are able to rapidly locate the right talent and recruit them to their clients’ high-priority positions. In so doing, Spherion infuses businesses with the kind of talent that enables them to work better, faster and more productively.

Their local focus translates to expanded career opportunities for candidates and an open door to sought-after companies that entrust Spherion with their workforce initiatives. Job seekers are able to tap into a vast network of business relationships and attract the attention of hiring managers, gaining a real advantage over competing candidates. So, that dream job that fits their career aspirations to a tee is well within their grasp—enabling them to live the life they love!

Dr. Destiny Prezzano/Apalachee River Animal Hospital

???????????????????????????????Apalachee River Animal Hospital specializes in meeting the needs of every pet and client by taking the time to understand the client’s concerns, evaluating the patient and including the client in the treatment plans adapted specifically for their pet. Mayo clinic care with Ritz Carlton customer service is what they strive for. They can meet all of your pet’s needs from well care, sick care, emergency medicine, surgery, diagnostic ultrasound, in-house laboratory, cold laser therapy, as well as grooming and boarding all under one roof.

As a 2014 Gwinnett Daily Post Reader’s Choice Award recipient for best Veterinarian, best Groomer and best Doggie Day Care, Apalachee River Animal Hospital is committed to providing high quality medicine and service at all levels within the practice. They believe that what happens in the exam room is only a small part of making a difference with their patients; it is the entire experience including continued follow-up care they receive after their visit that has the largest impact on their success with their patients.

Sherry Johnson/Rainbow Travel

Sherry Johnson, Rainbow TravelRainbow Travel is a full-service travel consultant. They are mobile which means they will meet you at a convenient location. They handle both leisure and business travel. Just tell them where you’d like to go and they’ll do all the work for you, saving you time, energy, frustrations and hassle! They pride themselves on providing quality and exceptional service. Experience the Rainbow!

Attorneys Craig Frankel and Adam Gaslowitz Discuss “Estate Planning Issues in High-End Divorces” with Randy Kessler, Georgia O’Brien and Larry Freiman

Adam Gaslowitz, Larry, Georgia O'Brien, Randy Kessler, Craig Frankel

Adam Gaslowitz, Larry Freiman, Georgia O’Brien, Randy Kessler, Craig Frankel

In the United States of America, divorce happens every 13 seconds (view infographic on the bottom of this post). Half of all couples get divorced. Financial reasons are the second most common ground for a divorce. So, what do you do? If you are curious to get this question answered, this episode of “Wealth Matters,” the radio show where we discuss the opportunities and challenges of preserving and managing wealth, is for you!

During this show, attorneys Adam Gaslowitz and Craig Frankel interview guests Randy Kessler, Georgia O’Brien, and Larry Freiman on the hot topic of divorce and estate planning.

ABOUT RANDY KESSLER:
RandyA nationally recognized expert on Divorce and Family Law, Randy Kessler is frequent guest on TV and appeared on such shows as The Today Show, Jane Velez-Mitchell, HLN, ESPN, “Outside the Lines”, Dr. Phil, Nancy Grace, Prime Time with Erica Hill, as well as many others. He is the author of “Divorce: Protect Yourself, Your Kids, and Your Future,” and is Publisher/Editor of the “Next” Magazine. Born in Gainesville, Florida, and raised in New Orleans, Randy graduated from Brandeis University and received his J.D. from Emory Law School. He is the Founding Partner at Kessler & Solomiany. With over 25 years of experience in Domestic Relations and Family Law, Randy has represented celebrities, such as former Denver Broncos running back Travis Henry, New York Jets wide receiver Braylon Edwards and NeNe Leakes of The Real Housewives of Atlanta. He has represented the spouses of celebrities, such as the wife of R&B singer Usher. He’s gone after high-profile athletes, performers, and entertainers for child support, when it proved necessary. Today, Randy lectures regularly at Continuing Legal Education Seminars. He also teaches trial techniques at Emory Law School’s Trial Techniques Program. For the past decade, he has taught a Family Law course at Atlanta’s John Marshall Law School. Additionally, he has lectured for the American Bar Association, the American Academy of Matrimonial Lawyers, the Georgia Psychological Association, the Georgia Society of CPAs, and other organizations across the country, as well as in Canada, Costa Rica, the Dominican Republic, and Mexico.

ABOUT LARRY FREIMAN:
LarryA founding partner of an Atlanta-based law firm, MendenFreiman LLP, Larry Freiman is a member of the Atlanta Estate Planning Council, a past Director for the Atlanta Chapter of The Society of Financial Services Professionals and for the Estate Planning Council of North Georgia. He has lectured to various groups on tax, business and estate planning, and charitable giving. He received his J.D. / M.B.A. degree, with highest honors, from the University of Florida in 1993, and a Bachelor of Arts in Economics, magna cum laude, from the State University of New York at Albany in 1989. He has served as the Chief Tax Editor for the Florida Law Review and earned a number of academic achievement awards in his law and business endeavors, including the honorary Order of the Coif, Beta Gamma Sigma, and Matherly Scholarship. Larry was a member of the inaugural class of The Philanthropic Advisors Leadership Institute. Larry has four children, ranging from ages 11 to 16, with his youngest being identical twin boys. He is an avid fan of Florida Gator sports, having only discovered the excitement of college sports when attending graduate school at Florida. Larry used to have a mullet and played electric bass with several bands through college, with music ranging from the Dixie Dreggs to Ozzy Osbourne.

ABOUT GEORGIA O’BRIEN:
GeorgiaA Managing Director for Family Financial Management, LLC, a consulting firm that specializes in independent trust and estate advice for affluent families and individuals, Georgia O’Brien is a former Chief Financial Officer of Tyler Perry Studios, were she handled all financial affairs for the national celebrity. Georgia was a Vice President in Private Banking for 10 years, with Bank of America in Atlanta and earlier with First Union in the New York metropolitan area. She achieved her Certified Financial Planner designation in 1998. Georgia began her financial service career as a financial planner with Allmerica Financial in Tarrytown, NY. She is a member of the Certified Financial Planner Board of Standards, the Estate Planning Council of Northern Georgia, and was also a founder of the Essex County Estate Planning Council in New Jersey. Georgia is an active member of East Cobb Business Association. She earned her Bachelor Degree in Economics from the University of Massachusetts at Amherst. An avid volunteer, Georgia dedicates her time to serve as a board member of Holy Transfiguration Greek Orthodox Church in Marietta. She lives in East Cobb with her husband and two sons and cares for her elderly father. She enjoys playing tennis and golf.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

CONNECT WITH OUR GUESTS:

Randy Kessler website: www.ksfamilylaw.com
Randy Kessler phone: 404.688.8810
Randy Kessler email: rkessler@ksfamilylaw.com

Larry Freiman website: www.mendenfreiman.com
Larry Freiman phone: 770.379.1450
Larry Freiman email: lfreiman@mendenfreiman.com

Georgia O’Brien website: www.trustffm.com
Georgia O’Brien phone: 404.850.7930
Georgia O’Brien email: georgia@trustffm.com

ABOUT GASLOWIZ FRANKEL LLC:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

Estate-related fiduciary litigation:
– Will Disputes
– Estate Disputes
– Trust Disputes
– Business Litigation
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution

Business-related fiduciary litigation:
– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces

Securities and investment arbitration and litigation:
– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds

INFOGRAPHIC: DIVORCE STATISTICS IN THE UNITED STATES OF AMERICA

Divorce in America