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WEALTH MATTERS: Financial Management and Life Care Options for Seniors

Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Adam Gaslowitz and Robert Port discuss “Financial Management and Life Care Options for Seniors” on Wealth Matters. Guests include Miles Hurley, Partner at Hurley Elder Care Law; Barbara Scurry, Owner at Senior Partners; and Chris Foster, Executive Director at A Hand to Hold.

ABOUT MILES HURLEY

Miles Patrick Hurley is an Elder Law attorney in private practice in Atlanta, serving the legal needs of the elderly population on issues related to aging; including retaining independence,quality of life and financial security. Mr. Hurley is one of ten attorneys in the state of Georgia to receive the Elder Law Attorney Certification (CELA), and one of approximately 400 nationwide.

THE LAW FIRM PRACTICE: Miles is committed to making the process of planning for the future—our own and that of those we love—as pain-free as possible. His firm holds the philosophy that dedicated client service and individualized plans can actually make this difficult process empowering and even rewarding.

  • Providing comprehensive legal solutions for elders by helping families find, get and pay for good long-term care
  • Life Care Planning
  • Veterans Benefits Eligibility
  • Medicaid and nursing home planning
  • Guardianship/Conservatorship
  • Asset Protection
  • Special Needs planning
  • Wills, Trusts and Powers of Attorney
  • Probate and Estate Administration

LEADERSHIP ROLES: Mr. Hurley serves or has served in the following leadership roles:

  • President of the Georgia Chapter of the National Academy of Elder Law Attorneys
  • Founding member and former Vice President of the Life Care Planning Law Firms Association (LCPLFA)
  • Current Chair of the Elder Law Section of the State Bar of Georgia
  • Served as the vice president of the Board of Directors for The Lewy Body Dementia Association
  • Board member Atlanta Theater To Go
  • Board member Estate Planning Council of North Georgia
  • Troop Committee – Boy Scout Troop 74

EDUCATION, PUBLICATIONS AND CREDENTIALS:

  • Undergraduate-Emory University/University of Tennessee, Knoxville; Law – Georgia State University

College of Law

  • Contributor: Alzheimer’s Association – GA Chapter, Quarterly Newsletter; Contributor: Senior Services

North Fulton Quarterly Newsletter

  • Member of State Bars of Georgia and Tennessee

Website: http://hurleyeclaw.com/

ABOUT BARBARA SCURRY

Barbara Scurry grew up in Minneapolis, MN but has lived in the Atlanta area since late 2000. She graduated cum lade with a Bachelor’s of Business Administration from Middle Tennessee State University and had a corporate career in marketing in the manufacturing, financial services, and geriatric healthcare industries.

While doing sales and business development in nursing homes and marketing for a Continuing Care Retirement Community and a private-duty home care company, she developed a passion for working with senior citizens. In 2011, Barbara started Senior Partners (formerly The Money Moxie) to be a financial advocate that provides peace of mind to seniors who are struggling with their daily life and money matters.

With her skill at organizing chaos, Barbara and her staff of three Senior Partners, get things done for their clients, protect them from fraud, help keep them independent, and save them money. Senior Partners specializes in providing above and beyond personalized, concierge-type services for their clients.

Barbara lives in Norcross and part-time in Charleston, South Carolina with her husband Darryl and has recently taken up yoga and cardio boxing as her outlet for stress.

Website:  http://yourseniorpartners.com/

ABOUT CHRIS FOSTER

As an inspirational business leader, Chris Foster brings 25 years of business management in the Atlanta market to A Hand To Hold, one of Georgia’s largest private duty home care agencies.  As a Certified Senior Advisor (CSA) & Gerontologist, Chris is an expert in the field of aging and senior care. With extensive experience in business management, marketing, public speaking and leadership, Chris strives to bring inspirational messages, timely information and reliable resources to the seniors of Georgia.

Website: http://ahandtohold.com/

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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

BREAKING PAR IN BUSINESS: Macrae Cain with Blue Key Interactive and Jonathan Sparks with Sparks Law

 

Macrae Cain, Jonathan Sparks, Rich Bartolotta

Macrae Cain, Jonathan Sparks, Rich Bartolotta

Macrae Cain/Blue Key Interactive

Blue Key Interactive creates beautiful and functional websites that engage your customers and attract new leads. They work with successful business owners who often say things like… “We’re embarrassed of our outdated website, and our visitors have a hard time using it.” Others say, “We’re tired of dealing with our web developer who rarely responds and makes excuses for all of the problems associated with our site.” Some are struggling to find time to run their company social media pages, and overall these business owners wish their website generated more leads. They solve those kinds of problems to get businesses to the next level. Don’t Just Get Found, Be Noticed!

Jonathan Sparks/Sparks Law

JSparks Law is a new kind of business law firm. They believe that in today’s business environment all business owners deserve and require quality legal services. They offer predictable fees, allowing Sparks Law clients to set their priorities and have control over their budget. Business owners must make big decisions every day. Sometimes they choose to take risks as they grow their businesses; other times they decide it is best to avoid those liabilities. But how do they know which is which when it comes to legal risks and vulnerabilities? That is where Sparks Law come in. They are SPARKS Law. Smart Business Decisions Start with SPARKS.

 

 

Michael Auten & Randy Bernard with On-Site Health Solutions of Atlanta

Michael Auten, Randy Bernard, Mike Sammond

Michael Auten, Randy Bernard, Mike Sammond

Michael Auten & Randy Bernard/On-Site Health Solutions of Atlanta

On-Site Health Solutions of Atlanta has been committed to improving the quality of life for individuals and companies by bringing preventative care to the workplace at no cost to the employer. OHS Atlanta helps thousands of employees each year with early detection of diseases that could possibly save their lives.

 

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To watch the video of this show CLICK HERE.

Pre-Show

 

 

STRATEGIC INSIGHTS RADIO: An Introduction to Maier America and new CEO Rob Kuehl

Rob Kuehl and Dave Wilkins

Rob Kuehl and Dave Wilkins

Rob Kuehl/Maier America

As CEO of Maier America, a high quality “made in Germany” manufacturer of rotary union systems for many world class top industries, Rob brings a unique depth and breadth in Sales & Marketing, Product Management, Operations, Research & Development, Commercialization, Manufacturing, and International Cross Organizational Relationships to build the company for growth. Rob has a proven record in driving organizations and products to increased profitability with a customer focus on value creating business partnerships. Rob is multi-lingual with a dual German/American citizenship and provides music and entertainment as a hobby around the globe during his free time for which all proceeds go to children with special needs.

Dave Wilkins/Sterling Rose Consulting Corp

Dave Wilkins has over 30 years experience working for companies such as E&Y, Whitridge Associates, PriceWaterhouseCoopers and IBM in business and technology management and consulting . Currently, he is the Senior Vice President of Sterling Rose Consulting Corp and the Business Unit Manager for the Business Technology Division of Sterling Rose Consulting. Originally from Michigan, he has a BBA and MBA from the University of Michigan, but he has been a resident of Gwinnett County Georgia for over 20 years. Over his 30 years in business and technology, he has worked with clients in multiple business sectors including finance, manufacturing, energy, healthcare, and government, among others.

ABOUT “STRATEGIC INSIGHTS RADIOStrategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Giving Back To Gwinnett: McClain and Matthew Hermes with Shoes for the Souls

Matthew Hermes, McClain Hermes, Lynn Robinette

Matthew Hermes, McClain Hermes, Lynn Robinette

 

Matthew Hermes and McClain Hermes

Matthew and McClain Hermes, Shoes for the SoulsMcClain and her father, Matt, began Shoes for the Souls as a small service project in 2009. The first year she collected and donated 365 pairs of new and slightly used shoes to the Atlanta Mission, which serves homeless men, women, and children. That “small service project”, started by an eight year old, has now collected and donated over 15,000 pairs of shoes to The Atlanta Mission.

 

 

STRATEGIC INSIGHTS RADIO:The importance of having a well defined business technology process (Part 2)

Strategic Insights Radio, co-hosted by David Wilkins, Senior Vice President of the Strategic Technology Division of Sterling Rose Consulting Corp and CEO and Founder of Sterling Rose Consulting Corp Vlad Rusz will be discussing how to make the right technology choices for your business. This episode will dive into what questions a company should ask when determining what the right technology is for their business. It will also discuss how technology can enhance a business’s overall profitability, but also explain why technology is just a tool in helping to build a company’s ROI.

This episode is the second in a series of technology focused shows by Sterling Rose Consulting Corp.

VLAD RUSZ/STERLING ROSE CONSULTING CORP

Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. Sterling Rose Consulting Corp.’s staff has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and ran four successful businesses that currently range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

Dave Wilkins/Sterling Rose Consulting Corp

Dave Wilkins: has over 30 years experience working for companies such as E&Y, Whitridge Associates, PriceWaterhouseCoopers and IBM in business and technology management and consulting . Currently, he is the Senior Vice President of Sterling Rose Consulting Corp and the Business Unit Manager for the Business Technology Division of Sterling Rose Consulting. Originally from Michigan, he has a BBA and MBA from the University of Michigan, but he has been a resident of Gwinnett County Georgia for over 20 years. Over his 30 years in business and technology, he has worked with clients in multiple business sectors including finance, manufacturing, energy, healthcare, and government, among others.

ABOUT “STRATEGIC INSIGHTS RADIOStrategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

 

STRATEGIC INSIGHTS RADIO: The importance of having a well defined business technology process.

Mike Sammond , Dave Wilkins

Mike Sammond  and Dave Wilkins

On this episode of “Strategic Insights Radio“, Dave Wilkins discusses what Business Technology is and why it is important for all size businesses to have a well defined business technology process.

Dave Wilkins/Sterling Rose Consulting Corp

David WiIkins, Vice President of Sterling Rose Consulting Corp and newest co-host of Strategic Insights Radio, is a successful information technology and business professional with over 30 years of experience in delivering business value-add IT and Business Technology solutions. He has leveraged his unique combination of Information Technology (IT), industry and accounting skills to design, develop, implement and manage cost effective, innovative information system and financial management solutions focused on maximizing business value. Wilkins has worked in senior management positions at top consulting firms such as Ernst & Young, PriceWaterhouseCoopers and IBM, among others. He also has held management positions in insurance and technology companies. Wilkins has worked with clients in multiple industries including banking, insurance, capital markets, healthcare, software, manufacturing, government, public utilities and distribution, to develop innovative, cross-industry business solutions.

In this time Wilkins has seen what works and what doesn’t when it comes to Business Technology Strategy and IT efforts to develop and deploy value-add solutions. His passion for helping clients who have experienced poor returns on IT investments is best summarized when he says “The key to IT success is helping the business realize real business value from their technology investments. It starts with making the right investments that are aligned with the business strategy and continues through all phases of the system development lifecycle and into production operations.

ABOUT “STRATEGIC INSIGHTS RADIOStrategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

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To watch the video of this show CLICK HERE.

 

 

 

Barbara Kvam with LegalShield and Julie King with Fairway Mortgage

Mike Sammond, Barbara Kvam, Juile King, Steven Julian

Mike Sammond, Barbara Kvam, Juile King, Steven Julian

Barbara Kvam/LegalShield

LegalShield is a 44-year old company providing individuals, families, and small business-owners with affordable access to top-rated attorneys in the U.S. and four provinces of Canada. ID Shield plans are also offered by partnering with Kroll, a 44-year old worldwide theft investigative services company. Kroll will do whatever it takes, for however long it takes, to restore a member’s stolen identity, backed by a $5 million service guarantee.

Julie King/Fairway Mortgage

Julie King, Fairway MortgageFairway Independent Mortgage Corporation and it’s staff have one clear goal – to act as a trusted advisor, providing highly personalized service and speed during every step of the loan process. It’s all designed to exceed your expectations, guarantee satisfaction and earn trust. Fairway opened it’s doors in 1996. Last year, they doubled their business from $5.63 billion dollars in loans closed to over $11 billion in 2015.

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

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

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 Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, 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 still 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: 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’s 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.

 

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To watch the video of this show, CLICK HERE.

 

 

 

 

SIMON SAYS, LET’S TALK BUSINESS: Patrick Sutton with Milner Inc.

Al Simon and Patrick Sutton

Al Simon and Patrick Sutton

Patrick Sutton/Milner Inc.

Milner is an expert at designing complete business solutions to improve the way large and small enterprises operate. Milner’s integrated use of the latest equipment and technology, tailored software, and business process changes helps companies improve efficiency and productivity, streamline operations, and stay competitive.