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Welcome to Crowd Talk on Crowd Radio! Today's show topic is Baby Boomers Purchasing Power. The Power of the Crowd. Powered by The Marketplace & The Crowd www.themarketplace.us - Topic of discussion on today's Economic Roundtable & The Marketplace show: Economic Importance of a Comprehensive planning
Financial Planning. For the sales professional or business owner, financial planning can be a bit overwhelming. Something to do when I have more money. But the truth is, financial planning is critical to keeping your money and creating the wealth you need for a secure future.
This week's guest is Tammy Swann, Private Wealth Manager and Branch Director for Upstream Investment Partners LLC of San Antonio, TX. This episode is particularly geared to women. You will learn:
The main reasons women seek financial advice.
Some of the financial challenges women today face.
We look forward to the amazing insights Tammy has for us.
Sue Brown with Brown and Freeman is back on the show for this segment on pre-planning your funeral arrangements as part of your financial planning strategy. Joining us is Mark Lucas-Kelly with Lucas Funeral Homes. Preplanning is a growing tread, particularly among ‘Baby Boomers’. In 2007, surveys revealed that more than 20 million US citizens over the age of 50 have prepaid for funeral or burials for themselves. Tune in to hear more about options, average costs and more.
ABOUT PLAID FOR WOMEN:
Plaid for Women radio is produced to give you information, advice and resources to manage “The Business of Life”. Our goal is to help you achieve your goals, get connected, and be heard.
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CONTACT INFO FOR TODAY'S GUESTS:
Sue Brown - Brown and Freeman, LLC
817-545-4001 Website: www.BrownandFreeman.com
Mark Lucas-Kelly - Lucas Funeral Homes & Cremation Services
Join Babette Cauble, CEO & Founding Advisor of Every Woman Can Be... as she talks Estate Planning - Why Every Woman Needs a "Plan" with Estate Planning Attorney, Sabrina Winters.
Sabrina Winters has been assisting families in all areas of planning and probate for almost 15 years. Her firm assists clients with "Planning today for their family's tomorrow". No matter what stage in life, there needs to be an estate plan that is drafted properly and meets each clients’ needs, wishes and goals.
Sabrina has been recognized for her work by being an Elite Attorney Honoree for Women With Know How Making an Impact Award in November 2013 and named by Business Leaders as one of the Top 50 Entrepreneurs in 2011. She is member of the National Academy of Estate Planning Attorneys (a/k/a NAELA), the Charlotte Chapter of NAELA, and a member of the Charlotte Estate Planning Counsel.
Sabrina will educate us on these points and more...
1. What does it mean to "plan" 2. Why it is important for every women to "plan" 3. What are the important documents to have
Join us for this informative look into Estate Planning.
As lesbian or two mom families, the cost of creating a family can be very costly. Then once kids come into the picture, a whole new set of financial considerations and costs arise, like maternity leave, diapers, schooling, college. All this on top of retirement planning. How do we handle all that? How much should we save? Are there investment options that work particularly well for us? What if we're not legally married, does that impact which options we choose?
Peggy Garvin of Garvin Financial Group LLC is on the show to share financial planning tips to help you best set yourselves up to navigate the financial part of creating and having a family.
Find out more about Peggy Garvin at http://www.garvinfinancial.com/. Garvin Financial Group, LLC, is an independent firm with securities offered through Summit Brokerage Services, Inc., member FINRA & SIPC with advisory services offered through Summit Financial Group, Inc., a registered investment advisor.
Find LezBeMommies Radio online at www.lezbemommies.com and on Facebook at www.facebook.com/LezBeMommiesRadio.
Welcome to the SC&H Group podcast series. Today, we are speaking with John Smiechowski and Matt Ruff of SC&H Group about their upcoming presentation at Kscope 2015, which will focus on bringing simplicity and efficiency to workforce planning.
Andrea Williams Jones is a native of Baton Rouge, LA and the mother of 3 girls (Danielle, Marchelle and Janelle). She is a graduate of McKinley Senior High and Louisiana State University. Andrea started her sales career upon graduation from LSU and has worked in the sales industry for the past 20 years with the last 12 years in the hotel industry. She has received numerous sales awards from her property management company and eventually turned the knowledge that she acquired from her sales training and experience into starting her business venture, Lagniappe Event and Meeting Planners, LLC. Her creativity and professionalism has made Andrea a sort after event and meeting planner.
Andrea has also expanded her talents to reach the community by utilizing her event planning experience to create special events for women to encourage, edify and strengthen them through their journey in life. She states, “It is important to give back because so much has been given to me." Lagniappe Event and Meeting Planners' mission is to create the ultimate experience for its customers. Professional, Prompt and Courteous Service is our guarantee
Some honors include:
2010-2011, Vice President of Sales and Marketing for the Baton Rouge Hotel Motel Association
2009, Recipient of the Sales and Marketing Executives of Greater Baton Rouge, Sales Excellence Award
2009 & 2010, IHR(Interstate Hotels and Resorts) Sales Excellence Award Cruise Winner
You work hard in your business. You wear so many hats to keep things going, to keep customers happy, employees on target and engaged and manage all the back end .. not to mention your family and personal needs. Often entrepreneurs find themselves so deep IN their business that they don’t have time to work ON their business. You need to be able to see over the wall to the next level and target the next level. Part of that strategic thinking is around financial planning, maximizing tax situations for today and planning for your future. It is important to stop and take this long term view for a few moments to make some important choices today.
What you will learn:
What is financial planning, really?
What are the biggest mistakes business owners make in retirement options
How can planning for retirement can reduce current taxes
Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer serves on the Board of Directors of the Philadelphia/Tri-State Financial Planning Association (FPA), is senior financial services leader on industry roundtable discussions, and is an active volunteer at CFA Institute. He is also a Board Advisor and Managing Director of Institutional Education at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent guest lecturer on succession planning, business retirement, diversity, financial planning, entrepreneurship, and leadership.
Have you ever considered writing your own will? You may think, "I know what I want – how hard can it be?" Unfortunately, with DIY estate planning, you really do "get what you pay for." Heather Walser addresses the topic of estate planning and why using an estate planning attorney may save you time and treasure in the end.
Join Survivalist Rambo Lybrand and guests for a in deph discussion about floods. Call in tonight and share your story about a flood you went through. If you just recently endured the Texas and Oklahoma floods we really want to hear your experiance. There has been so many people caught off gaurd and if they had a simple plan and watched for the signs using media and/or nature most could have saved themselves and their families. Tonight a special prize will go to a caller you blows my mind. 646-727-2638 is the live number. Call and share or just listen if you cant get to a computer or the link isnt working.
This is the first episode ever for the ProGrow Show!
Who am I and why should you care? I'm the host, Melody Campbell, of CCSalesPro.com. At CCSalesPro we work with the independent sales professional representing merchant services, cash advance, point of sale, web design, and payroll services.
If you're an independent sales agent - this is the place to come for professional development - the skills that help you to perform at the top of your game. Tune in live to join in the conversation. Come back and listen to the archives anytime for a boost of "rocket fuel"!
Today's topic - Organized Planning.