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
Webinar Series: Plan B for the Ultra-Wealthy | Exploring Alternative Residency and Citizenship Strategies
Webinar details will be included in your registration confirmation
Annual Membership Appreciation & Holiday Social
Rose & Rye
3377 PEACHTREE RD NE
ATLANTA, GA 30326
Webinar Series: College Planning Disrupted | Need-to-Know Changes - New Budget Bill
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
Mentor & Mentee Speed Networking
Capital Group | Conference Room
1230 Peachtree ST NE, Suite 2300
Atlanta, GA 30309
Quarterly Meeting: The Future Is Blended: Public and Private Markets in Today’s Portfolio
The Buckhead Club
3344 Peachtree Road | 26th Floor
Atlanta, GA 30326
Member Meet Up: Bourbon Tasting with Lee Baker
Sprig Restaurant
2860 Lavista Rd
Decatur, GA 30033
Partner Webinar Series: Repurposing Existing Annuities to Meet Goals in a Financial Plan
Webinar details will be included in your registration confirmation
Webinar Series: CDFA Toolbox: What Every Advisor Should Know About Divorce Financial Planning
Webinar details will be included in your registration confirmation
Partner Webinar Series: Tax Advantaged Real Estate Investment Solutions
Webinar details will be included in your registration confirmation
QUARTERLY MEETING: ETHICS COURSES FOR FINANCIAL PROFESSIONALS
The Buckhead Club
3344 Peachtree Road | 26th Floor
Atlanta, GA 30326
Member Meet Up: Virtual Mastermind-Style Networking
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
Webinar Series: Clients Retiring Before 65? What Advisors Need to Know About ACA Coverage
Webinar details will be included in your registration confirmation
Member Meet Up: DEI & NexGen | Caffeine & Community
Mend Coffee and Goods
3655 Roswell Rd NE Ste 106
Atlanta, GA 30342-4428
DEI Mental Health Awareness Panel Discussion
Webinar details will be included in your registration confirmation
Annual Regional Symposium
HYATT REGENCY ATLANTA PERIMETER | AZALEA BALLROOM
4000 Summit Boulevard
Atlanta, GA 30319
Join Us For Our Premiere Annual Event + 6hrs CFP CE Credit + 3hrs GA Insurance CE Credit
Pre-Symposium Networking Social Putt-Putt Extravaganza
Putt Shack Dunwoody
111 High St. Suite 210
Dunwoody, GA 30346
Member Meet Up: Virtual Mastermind-Style Networking
Webinar details will be included in your registration confirmation
Webinar Series: Streamlining Vendor Risk Management: Practical Approaches that Meet Regulatory Requirements
Webinar details will be included in your registration confirmation
Member Meet Up: Music Bingo @ Punchbowl Social
Punch Bowl Atlanta Battery
875 Battery Ave. SE Suite 720
Atlanta, GA 30339
Webinar Series: The Referral Generating Machine
Webinar details will be included in your registration confirmation
Webinar Series: State of Probate in Georgia | How the Pandemic Changed Probate and What Your Clients Should Do About it
Webinar details will be included in your registration confirmation
Quarterly Meeting: Income Tax & Estate Law Updates
Webinar details will be included in your registration confirmation
