SPECIAL THANKS TO OUR 2026 PARTNERS
Are you interested in becoming a 2026 Partner? Contact us today at [email protected]
Cancellations
Cancellations must be received in writing via email to [email protected] at least 48-hours in advance of the event start time to receive a refund.
No phone cancellations are accepted.
Past Meetings
The Future of Talent in Financial Planning: Strategies for Attracting, Developing & Retaining the Next Generation of Advisors
The Buckhead Club
3344 Peachtree Road | 26th Floor
Atlanta, GA 30326
Partner Webinar Series: Planning Mistakes and How to Avoid Them
Webinar details will be included in your registration confirmation
Member Meet Up: Virtual Mastermind-Style Networking
Webinar details will be included in your registration confirmation
Webinar Series: Ethics + A Practical Application of CFP Boards' Code and Standards
Webinar details will be included in your registration confirmation
Webinar Series: Essentials of Pro Bono Financial Planning & Training Course
Webinar details will be included in your registration confirmation
Webinar Series: What’s Changing with Planner Search & How to Turn it into Client Growth
Webinar details will be included in your registration confirmation
Webinar Series: Exploring Charitable Options for Your Clients
Webinar details will be included in your registration confirmation
Webinar Series: Top Estate Planning Pitfalls Advisors Should Help Clients Avoid
Webinar details will be included in your registration confirmation
Annual Regional Symposium
Hotel Colee
3377 Peachtree Rd NE
Atlanta, GA 30326
Pre-Symposium Happy Hour
Rose & Rye
3377 Peachtree Rd NE
Atlanta, GA 30326
Member Meet Up: Virtual Mastermind-Style Networking
Webinar details will be included in your registration confirmation
Webinar Series: Bridging the Health Insurance Gap Before Retirement
Webinar details will be included in your registration confirmation
Member Meet Up: Trivia Night
Sweetwater Brewery | Atlanta Taproom & Kitchen
195 Ottley Dr NE
Atlanta, GA 30324
Member Meet Up: Community & NexGen Coffee Chat
Mend Coffee and Goods
3655 Roswell Rd NE Ste 106
Atlanta, GA 30342-4428
Webinar Series: Master the 351 Exchange | Your Gateway to Tax-Deferred Diversification
Webinar details will be included in your registration confirmation
Member Meet Up: Virtual Mastermind-Style Networking | Advisor Marketing
Webinar details will be included in your registration confirmation
Quarterly Meeting: Estate Planning Tax Updates + Annual Economic Outlook
The Buckhead Club
3344 Peachtree Road | 26th Floor
Atlanta, GA 30326
