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
HOBNOB Perimeter
1221 Ashford Crossing
Atlanta, GA 30346
Partner Webinar Series: Shaping Tomorrow’s Portfolios | The New Frontier in Private Markets Investing
Webinar details will be included in your registration confirmation
Quarterly Meeting: Navigating the Future of Fee-Only RIAs
The Buckhead Club
3344 Peachtree Road | 26th Floor
Atlanta, GA 30326
Partner Webinar Series: Stirring Developments At The Unusual Intersection Of Advisory And Annuity
Webinar details will be included in your registration confirmation
Pickleball Networking Social
Painted Pickle
279 Ottley Drive
Atlanta, GA 30324
Webinar Series: ESG Investing Explained: A Perspective from Dimensional
Webinar details will be included in your registration confirmation
QUARTERLY MEETING: ETHICS COURSES FOR FINANCIAL PROFESSIONALS
Renaissance Waverly Galleria | Kennesaw Ballroom
2450 Galleria Parkway
Atlanta, GA 30339
Webinar Series: More Than Money: Serving a New Generation of Investor
Webinar details will be included in your registration confirmation
Webinar Series: Beyond the Deal: Structuring and Financing an Advisory Practice Acquisition
Webinar details will be included in your registration confirmation
Annual Regional Symposium
HYATT REGENCY ATLANTA PERIMETER AT VILLA CHRISTINA | AZALEA BALLROOM
4000 Summit Boulevard
Atlanta, GA 30319
Pre-Symposium Networking Social & Bowling Extravaganza
Bowlero Chamblee
2175 Savoy Drive
Atlanta, GA 30341
END OF TAX SEASON HAPPY HOUR & NETWORKING SOCIAL
Punch Bowl Atlanta Battery
875 Battery Ave. SE Suite 720
Atlanta, GA 30339
Webinar Series: Divorce and Dollars: Financial Planning for Divorce Scenarios
Webinar details will be included in your registration confirmation
Webinar Series: Understanding and Optimizing Social Security Benefits
Webinar details will be included in your registration confirmation
Quarterly Meeting: Annual Federal Tax Update + An Economic Outlook from Federal Reserve Bank of Atlanta
Renaissance Atlanta Waverly Hotel | Highlands Ballroom
2450 Galleria Parkway
Atlanta, GA 30339
