Guest: Mr. Sanders is the Founder & Chief Executive Officer of Georgia ElderCare® , which includes Georgia ElderCare Advisors, LLC — a CPA firm that specializes in helping families with the financial issues of aging; Georgia ElderCare Insurance, LLC — a general insurance agency that specializes in helping families plan for their long-term care needs; and the Georgia ElderCare Network, LLC — a statewide alliance of professionals who help families plan for and deal with the issues of aging. Mr. Sanders is a former member of the American Institute of CPAs National ElderCare Task Force, and is a former senior administrator in the healthcare industry. Phil received his Bachelor of Science and M.B.A. degrees from Louisiana State University, and earned his Master of Science in Healthcare Administration from the University of Alabama at Birmingham. He completed his residency in healthcare administration at Morton Plant Hospital in Clearwater, Florida. Phil is a Certified Public Accountant (CPA) in the state of Georgia, a member of the American Institute of CPAs, a Fellow in the Georgia Society of CPAs, and is a licensed insurance broker in the state of Georgia, specializing in long-term care. Phil holds both the Certified in Long-Term Care (CLTC) and the Long-Term Care Professional (LTCP) designations. But most important, Phil — with his extensive background in finance, healthcare, and insurance — is an advisor to his clients, helping families with the issues of aging.
For further information: 
telephone: 770-379-4500
e-mail: psanders@GeorgiaElderCare.com
website: http://www.GeorgiaElderCareAdvisors.com
Host: Deborah K. Spitale, Attorney at Law and member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com
Guest: Victoria Collier serves the legal needs of senior citizens when their health care needs increase. Her firm focuses its practice on Elder Law issues, which includes Estate Planning, Disability Planning, Medicaid Planning, and Guardianship Litigation. Ms. Collier is a member of the National Academy of Elder Law Attorneys, and is the current Chair of the Atlanta Bar Association's Elder Law Section.
For further information:
Telephone: 404-370-0696
e-mail: victoriacollier@elderlawga.com
website: http://www.elderlawga.com
Host: Bonnie Hughes, CFP® and member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com
Guest: Deborah K. Spitale, Attorney at Law
6475 East Johns Crossing
Duluth , GA 30097
Deborah Spitale has devoted the last ten years to developing broad expertise in Trust and Investment Management. Her practice is focused in the areas of Estate Planning, Wills, Trusts, and Probate matters. She specializes in helping her clients achieve their life's financial goals. These goals include estate, retirement, and financial planning. Deborah earned her Juris Doctorate, with honors, from Thomas M. Cooley Law School in Lansing, Michigan in 1997. She is licensed to practice law in the States of Georgia and Florida. She is a member of the North Georgia Estate Planning Council, The Georgia Association of Women Lawyers, and Fiduciary Law Section of the State Bar of Georgia.
For further information:
Telephone: 678-987-5574
e-mail: DSpitale@JadeLawOffices.com
website: http://www.JadeLawOffices.com
Host: Bonnie Hughes, CFP® and member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com.
Guest: A. Diane Baker, Esq.
Baker & Stalzer, LLC – Attorneys at Law
555 Sun Valley Drive
Suite N-4
Roswell, GA 30076
Ms. Baker is a native of Atlanta. She received her undergraduate degree from Oglethorpe University, and her law degree from the Emory University School of Law. She has over 25 years experience practicing law in Atlanta. Diane began her legal career with Hansell & Post (now Jones, Day), and later served as Senior Counsel for NationsBank (now Bank of America). She established her private law practice in 1999. Ms. Baker's practice is focused in the areas of Wills, Trusts (including Living Trusts, Charitable Trusts and Special Needs Trusts), Estate Planning, Probate, Guardianship, Conservatorship and Business Law (including estate planning for family business owners). She is a frequent speaker at estate and financial planning seminars, as well as seminars on business law topics. She very much enjoys providing a high degree of personal service to her clients. Diane is also the Chair of the Georgia ElderCare Symposium–a monthly educational / networking event sponsored by the Georgia ElderCare Network.
For further information:
Telephone: 770-992-4325
e-mail: dbaker@bakerlg.com
website: http://www.bakerlg.com
Host: Bonnie Hughes, CFP® and member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com.
Guest: Jonathan Ginsberg, Esq.
Ginsberg Law Offices, P.C.
1854 Independence Square
Atlanta, GA 30338
Located in Dunwoody, Attorney Jonathan Ginsberg limits his practice to Social Security disability, consumer bankruptcy and Georgia workers compensation claims. A graduate of Tulane Law School, Jonathan has been in practice for 20 years and has been designated as an AV rated lawyer, the highest rating for ethics and skill by Martindale Hubbell. Jonathan is the author of two books about Social Security disability - the Disability Answer Guide and the Child SSI Disability Answer Guide, and he is editor the Social Security Disability Blog.
Jonathan also publishes a Georgia Consumer Bankruptcy blog and he is a participating editor of the Bankruptcy Law Network blog. He serves as a lecturer for National Business Institute continuing legal education seminars about both Social Security disability and consumer bankruptcy.
For further information:
Telephone: 770-393-4985
e-mail: ginsberg@gmail.com
website: http://www.atlanta-bankruptcy-attorney.com
Host: Bonnie Hughes, CFP® and member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com
Guest: J. Michael Bishop, JD
c/o Gard Smiley Bishop & Porter, LLP
1050 Crowne Pointe Pkwy
Suite 1250
Atlanta , GA 30338
Michael Bishop is a partner in the Atlanta firm of Gard Smiley Bishop & Porter LLP. He is a 1984 Graduate of Mercer Law School.
For over twenty years, Mr. Bishop has practiced exclusively in the areas of securities arbitration and litigation, representing investors with securities claims of all types and sizes. Mr. Bishop and his firm have obtained numerous seven-figure arbitration awards, which have included punitive damages and attorney’s fees. Many of Mr. Bishop’s clients are elderly investors who have been victims of investment and financial fraud.
Mr. Bishop has lectured to numerous groups about securities arbitration and has been a Course Instructor for the National Association of Securities Dealers Arbitrator Training Programs on claims and defenses in arbitration, discovery in arbitration and brokerage firm documentation. Mr. Bishop is also an Arbitrator NASD.
Mr. Bishop has been widely quoted as an expert on securities matters in various national news publications and cases he has handled have been featured in the The Wall Street Journal. Mr. Bishop has also appeared as an expert on securities law on CNBC.
Mr. Bishop has co-authored articles on “How to Read and Understand Broker Account Statements” and “Limited Partnership Interests: What are The Worth?” which have been published by the American Association of Individual Investors’ AAII Journal.
Mr. Bishop is a Board Member of the Elder Law section of the Atlanta Bar Association and a member of the Public Investors Arbitration Bar Association and the Georgia ElderCare Network. Mr. Bishop is also Chairman of the Board of the Brain Injury Resource Foundation.
For further information:
Telephone: 770-829-3850
e-mail: mbishop@gsbplaw.com
website: http://www.gsbplaw.com
Host: Bonnie Hughes, CFP® and member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com
Guest: Philip C. Benedict, CFP
6000 Lake Forrest Drive
Suite 550
Atlanta , GA 30328
Providing comprehensive financial planning (includes pre-retirement planning and our "What Three Things?" financial plan and 401(k) rollover strategies), fee-based active investment account management and trust account management since 1980 for retired and soon to be retired individuals. Staff includes four licensed professionals who collaborate thei
r talents on each client.
For further information:
Telephone: 770-671-8228
e-mail: phil@philbenedict.com
website: http://www.benedictfinancial.com
Guest: Charles J. Hampton, Esq
750 Hammond Drive
Building 12, Suite 100
Atlanta , GA 30328
Mr. Hampton received his Bachelor of Arts Degree in Political Science from Lock Haven University (PA) in 1974, his Juris Doctor Degree from Ohio Northern University (OH) in 1977, and his Master of Laws in Taxation from Emory University (GA) in 1982. He is a member of the Atlanta Estate Planning Council. Mr. Hampton is also a member of the American, Ohio and Georgia Bar Associations (member, Fiduciary Law Section). Mr. Hampton counsels in taxation, estate planning, retirement benefit planning and corporate law.
For further information:
Telephone: 770-804-8000
e-mail: cjh@whmpc.com
Host: Bonnie A. Hughes, CFP® and member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com.
Guest: Ms. Collier serves the legal needs of senior citizens when their health care needs increase. Her firm focuses its practice on Elder Law issues, which includes Estate Planning, Disability Planning, Medicaid Planning, and Guardianship Litigation. Ms. Collier is a member of the National Academy of Elder Law Attorneys, and is the current Chair of the Atlanta Bar Association's Elder Law Section.
For further information:
Telephone: 404-370-0696
e-mail: victoriacollier@elderlawga.com
website: http://www.elderlawga.com
Filed under Blog, Elder law by admin
Host: Bonnie A. Hughes, CFP® and member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com.
Guest: Mr. Sanders is the Founder & Chief Executive Officer of Georgia ElderCare ® , which includes Georgia ElderCare Advisors, LLC — a CPA firm that specializes in helping families with the financial issues of aging; Georgia ElderCare Insurance, LLC — a general insurance agency that specializes in helping families plan for their long-term care needs; and the Georgia ElderCare Network, LLC — a statewide alliance of professionals who help families plan for and deal with the issues of aging. Mr. Sanders is a former member of the American Institute of CPAs National ElderCare Task Force, and is a former senior administrator in the healthcare industry. Phil received his Bachelor of Science and M.B.A. degrees from Louisiana State University, and earned his Master of Science in Healthcare Administration from the University of Alabama at Birmingham. He completed his residency in healthcare administration at Morton Plant Hospital in Clearwater, Florida. Phil is a Certified Public Accountant (CPA) in the state of Georgia, a member of the American Institute of CPAs, a Fellow in the Georgia Society of CPAs, and is a licensed insurance broker in the state of Georgia, specializing in long-term care. Phil holds both the Certified in Long-Term Care (CLTC) and the Long-Term Care Professional (LTCP) designations. But most important, Phil — with his extensive background in finance, healthcare, and insurance — is an advisor to his clients, helping families with the issues of aging.
For further information:
Telephone: 770-379-4500
e-mail: psanders@GeorgiaElderCare.com
website: http://www.GeorgiaElderCare.com
Host: Bonnie A. Hughes, CFP® and member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com.
Guest: Burton Gruber has been a practicing CPA and business consultant in the Sandy Springs / Northside Atlanta area for the last 35 years and a member in good standing of both the AICPA (American Institute of CPA’s) and the Georgia Society of CPA’s since 1971. Burt and his firm have consistently provided both individuals and businesses with an unmatched blend of sound counsel and personalized, attentive service. It is service with a personal touch.
For further information:
Telephone: 770-984-2003
e-mail: jgrubercpa@aol.com
website: http://www.jburtongrubercpa.com
Host: Bonnie A. Hughes, CFP® is the founder and principal of A&H Financial Planning & Education, Inc. and a member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com.
Guest: Robert M. Bregitzer, CPA, Bob Bregitzer has been helping families make educated residential financing decisions for over eight years. He understands the unique issues facing seniors and appreciates that most seniors desire to stay in their homes as long as possible. He addresses these issues by structuring reverse and conventional mortgage loans tailored to the individual's needs. He is committed to educating his clients on all their available options and frequently works with the senior's family members and financial advisors to determine that the proposed mortgage complements their overall financial plan. Bob is a certified public accountant and spent six years in public accounting before dedicating his time to mortgage banking. His background and continuing education as a CPA positions him to be a true financial advisor to his current clients and past client base. Bob encourages his clients to continue to use him as a resource well after closing to assist them with real estate and non-real estate related matters. He is a sincere advocate of his clients' interests and enjoys helping individuals achieve their financial objectives. Bob is recognized in the Atlanta Business Chronicle's Annual Book of List for 2005-2006 as one of the top 25 GAMB residential mortgage loan originators in the State of Georgia and has been since 2003. He is a graduate of Florida State University with degrees in Finance and Accounting.
For further information:
Telephone: 770-449-9060
e-mail: bob@imsmortgage.com
website: http://www.atlantareversemortgage.com
Host: Bonnie A. Hughes, CFP® is the founder and principal of A&H Financial Planning & Education, Inc. and a member of the Georgia ElderCare Network. Find out more about your host at www.GeorgiaElderCareNetwork.com.
Guest: Richard Morgan has been practicing law in Georgia since 1987. Richard founded the Alpharetta law firm of Morgan & DiSalvo P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Richard received his B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University.
For further information:
Telephone: 678-720-0750
e-mail: rmm@morgandisalvo.com
website: http://www.morgandisalvo.com
Filed under Blog, Estate planning by Georgia ElderCare Network LLC
