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

5x5 Success Traction

 

December 10, 2021

 

2:00 PM to 3:00 PM

 

Zoom Webinar

Speaker Machen MacDonald

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2021 Member Appreciation Event-12/8/2021

 

December 08, 2021

 

5:00 PM to 8:00 PM

 

The Roof at Ponce City Market-Roebuck Room
675 Ponce De Leon Avenue NE
Atlanta, GA 30308

The Roof Ponce City Market

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How to Double Your Referral Clients in 2022

 

November 16, 2021

 

11:00 AM to 12:00 PM

 

Zoom Webinar

November 16, 2021-Speaker Ted Jenkin

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Quarterly topical Conversation lead by NexGen Chair, Sarah Howard, CFP®

 

November 10, 2021

 

8:00 AM to 9:00 AM

 

The Chastain New American Bistro
4320 Powers Ferry Rd NW
Atlanta, GA 30342

"Building Community and Expanding your Network of Referrals"

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FPA of Georgia Quarterly Meeting-October 22, 2021

 

October 22, 2021

 

8:00 AM to 10:00 AM

 

Zoom Webinar

Speaker: Cozy Wittman and Speaker: Marty Flanagan

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FPA of Georgia Advocacy Event-October 5, 2021

 

October 05, 2021

 

8:00 AM to 9:00 AM

 

Virtual Meeting

FPA of Georgia Advocacy Event-October 5, 2021

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5 Marketing Hacks for Financial Professionals To Bring in 50 Clients

 

September 28, 2021

 

11:00 AM to 12:00 PM

 

Virtual Meeting

September 28, 2021 Featuring Ted Jenkin

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NexGen Quarterly Topical Conversation - The Psychology of Financial Planning

 

September 15, 2021

 

8:00 AM to 9:00 AM

 

The Chastain New American Bistro
4320 Powers Ferry Rd NW
Atlanta, GA 30342

Lead by NexGen Chair, Sarah Howard, CFP®

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Joint Social-FPA of Georgia, Atlanta Bar Association, and The Georgia Society of CPAs

 

August 24, 2021

 

6:00 PM to 8:00 PM

 

Park Tavern
500 10th Street NE
Atlanta, GA 30309

August 24, 2021

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FPA Diversity & Inclusion Fireside Chat-August 12, 2021

 

August 12, 2021

 

5:00 PM to 6:00 PM

 

Virtual Meeting

"Forging The Path Forward"

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How to Turn Digital Meetings into Real AUM

 

July 27, 2021

 

11:00 AM to 12:00 PM

 

Virtual Meeting

Speaker Ted Jenkin

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FPA of Georgia July 23, 2021 Quarterly

 

July 23, 2021

 

8:00 AM to 10:00 AM

 

Zoom Webinar

Speaker: Michael Burns and Speaker: Julie Hall

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July 16, 2021 "The Hidden Success of Non-advisor Roles" Diversity & Inclusion/NexGen Event

 

July 16, 2021

 

11:00 AM to 12:00 PM

 

Virtual Meeting

Speaker: Michelle Wong

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Retirement Portfolio Planning in Unprecedented Times

 

June 25, 2021

 

11:00 AM to 1:00 PM

 

Virtual Meeting

Featuring Christine Benz

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D&I June 18, 2021 "The Science of Influence: Giving Advice that Sticks"

 

June 18, 2021

 

11:00 AM to 12:00 PM

 

Virtual Meeting

Speaker: Dr. Daniel Crosby

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June 9th Quarterly topical Conversation lead by NexGen Chair, Sarah Howard, CFP®

 

June 09, 2021

 

8:00 AM to 9:00 AM

 

The Chastain New American Bistro
4320 Powers Ferry Rd NW
Atlanta, GA 30342

Robo Advisors & NexGen

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FPA of Georgia Virtual Regional Symposium

 

May 19, 2021

 

8:00 AM to 4:00 PM

 

Zoom

FPA of Georgia Virtual Regional Symposium

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What Does an Emotionally Intelligent Leader Look Like?

 

March 18, 2021

 

3:00 PM to 4:00 PM

 

Virtual Meeting

Learn How to Connect With Your People and Create a More Productive Work Place

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Back to Basics: Create Raving Fans by Focusing on the Fundamentals

 

February 26, 2021

 

8:00 AM to 9:00 AM

 

Virtual Meeting

1 CE Hour-Learn How Workflows Can Break Down the Fundamentals of The Financial Planning Process

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Pro Bono: Giving Back Through FPA

 

February 17, 2021

 

8:00 AM to 9:00 AM

 

Zoom Meeting

Quarterly Topical Conversation Lead by NexGen Chair, Sarah Howard, CFP®

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FPA of Georgia January 29th Quarterly Meeting

 

January 29, 2021

 

8:00 AM to 10:00 AM

 

Zoom Webinar

FPA of Georgia January 29th Quarterly Meeting

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FPA of Georgia Advocacy Event-January 28th

 

January 28, 2021

 

7:00 PM to 8:00 PM

 

Virtual Meeting

FPA of Georgia Advocacy Event

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D&I Panel Discussion-Women in Finance

 

January 26, 2021

 

11:00 AM to 12:00 PM

 

Virtual Meeting

D&I Panel Discussion-Women in Finance

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