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

Member Appreciation & Holiday Social

 

December 14, 2023

 

5:00 PM to 7:30 PM

 

Iron Hill Brewery & Restaurant
1224 Hammond Drive
Dunwoody, GA 30346

Join us for fun and festivities!

View Details ►

 

 

Webinar Series: Estate Planning for Digital Assets

 

November 15, 2023

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

1 CFP & 1 GA INSURANCE CE CREDIT APPROVED

View Details ►

 

 

Webinar Series: Empowering Financial Advisors with AI: Scaling Your Practice for Tomorrow's Markets

 

November 01, 2023

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

1 CFP CE CREDIT APPROVED

View Details ►

 

 

Webinar Series: Career Insights for Financial Planning

 

October 24, 2023

 

6:00 PM to 7:30 PM

 

Webinar details will be included in your registration confirmation

Attn: Students | Join us for this interactive session!

View Details ►

 

 

Quarterly Meeting: Networking Happy Hour + Enhance Investment Portfolio Returns

 

October 19, 2023

 

4:30 PM to 7:00 PM

 

Hyatt at Villa Christina
4000 Summit Blvd NE
Atlanta, GA 30319

1 CFP & 1 GA INSURANCE CE CREDIT APPROVED

View Details ►

 

 

Partner Webinar Series: The Real Risk: Understanding Your Correlation Risk with Diversifiers

 

October 11, 2023

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

1 CFP CE CREDIT APPROVED

View Details ►

 

 

Webinar Series: FPA Member Title Protection Town Hall

 

September 12, 2023

 

4:00 PM to 5:00 PM

 

Webinar details will be included in your registration confirmation

As an FPA Member, your voice matters on title protection! Join us for this virtual town hall to share your thoughts.

View Details ►

 

 

Webinar Series: FAFSA Changes that WILL Impact Your Clients

 

September 07, 2023

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

1 CFP CE CREDIT APPROVED

View Details ►

 

 

Partner Webinar Series: A Behavioral Approach to Economic Analysis

 

August 23, 2023

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

1 CFP CE CREDIT APPROVED

View Details ►

 

 

Webinar Series: Life Settlements for Fiduciary Advisors

 

August 15, 2023

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

1 CFP CE CREDIT APPROVED

View Details ►

 

 

D&I Happy Hour & Networking Social

 

July 20, 2023

 

5:30 PM to 7:30 PM

 

Monday Night Brewing - Midtown
670 Trabert Ave NW
Atlanta, GA 30318

JOIN US TO MIX & MINGLE!

View Details ►

 

 

Partner Webinar Series: Reducing Risk through Structured Investments

 

July 18, 2023

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

1 CFP CE CREDIT APPLIED APPROVED

View Details ►

 

 

Quarterly Meeting: Ethics Courses for Financial Professionals

 

July 14, 2023

 

7:30 AM to 10:00 AM

 

Hyatt at Villa Christina | Dogwood Room
4000 Summit Blvd NE
Atlanta, GA 30319
Venue website

2 HRS ETHICS CFP CE + 2 HRS ETHICS GA INSURANCE CE CREDIT APPROVED

View Details ►

 

 

Webinar Series: Pro Bono Training Course

 

June 27, 2023

 

3:00 PM to 4:00 PM

 

Webinar
Details will be included in your registration confirmation

Join us and become pro bono-trained! 1 CFP CE Credit applied for.

View Details ►

 

 

Webinar Series: 3 Factors Key to M&A Partnership Success

 

May 18, 2023

 

4:00 PM to 5:00 PM

 

Webinar
details will be included in your registration confirmation

CFP Board’s Practice Management Topic Exclusion

View Details ►

 

 

ANNUAL REGIONAL SYMPOSIUM

 

April 19, 2023

 

7:30 AM to 6:30 PM

 

HYATT REGENCY ATLANTA PERIMETER AT VILLA CHRISTINA
4000 Summit Boulevard
Atlanta, GA 30319

JOIN US FOR OUR SIGNATURE EVENT!

View Details ►

 

 

Pre-Symposium Happy Hour

 

April 18, 2023

 

5:30 PM to 7:30 PM

 

Top Golf Midtown
1600 Ellsworth Industrial Blvd
Atlanta, GA 30318

Join us to TEE OFF our Annual Symposium!

View Details ►

 

 

Webinar Series: Situational Social Security

 

April 05, 2023

 

4:00 PM to 5:00 PM

 

Webinar

1 CFP CE CREDIT

View Details ►

 

 

Webinar Series: Pro Bono Training Course

 

March 27, 2023

 

3:00 PM to 4:00 PM

 

Webinar
Details will be included in your registration confirmation

Join us and become pro bono-trained!

View Details ►

 

 

Webinar Series: Before, During, and After: Addressing a Client’s Cognitive Incapacity

 

March 24, 2023

 

12:00 PM to 1:00 PM

 

Webinar

1 CFP APPROVED

View Details ►

 

 

March Madness Networking Social

 

March 17, 2023

 

1:45 PM to 3:45 PM

 

Top Golf Alpharetta
10900 Westside Pkwy
Alpharetta, GA 30009

Join us for this fun and interactive networking social!

View Details ►

 

 

Annual Women Networking in Finance Celebration

 

March 08, 2023

 

5:30 PM to 7:30 PM

 

The Event Pavilion @ Rooftop L.O.A
1115 Howell Mill Road
Atlanta, GA 30318

Join us for this special networking event!

View Details ►

 

 

NexGen Happy Hour

 

March 02, 2023

 

5:30 PM to 7:30 PM

 

Hopstix
3404 Pierce Dr Suite 2444
Chamblee, GA 30341

JOIN US TO MIX & MINGLE!

View Details ►

 

 

Quarterly Meeting: 2023 Market Outlook

 

February 03, 2023

 

7:00 AM to 10:00 AM

 

Hyatt at Villa Christina
4000 Summit Blvd NE | The Jasmine Room
Atlanta, GA 30319

2 CFP CE APPROVED

View Details ►