Upcoming events

    • 21 Sep 2021
    • 4:30 PM - 7:00 PM (EDT)
    • The Cherokee Town Club
    *       

    September Membership Meeting

    Tuesday, September 21, 2021
    4:30 pm



    "Why Clients Procrastinate"

    presented by Chuck Hollander, Red Flag Advantage


    Charles “Chuck” Hollander, Jr. is the creator and founder of Red Flag Advantage and the Red Flag Compass, the core tool that helps advisors across the nation overcome stalled deals. Chuck competed in the life insurance business for over 25 years, and was mentored by one of the industries’ legends, Sid Friedman. He served as past president and chairman of board of the Forum 400, an invitation-only organization comprised of some of the industry’s most experienced and top life insurance producers in the country, serving wealthy families, charitable organizations, and business owners across the nation. Using his decades of experience, insight, and leadership skills, Chuck created the specialized knowledge he shares with his clients every day.


    • 02 Nov 2021
    • 4:30 PM - 7:00 PM (EDT)
    • The Cherokee Town Club
    *       

    November Membership Meeting

    Tuesday, November 2, 2021
    4:30 pm


    Family Capital Management

    presented by Syd Walker, Prosperis Partners


    Syd Walker

    Syd Walker is the founder of Prosperis Partners, a consulting and advisory firm focused on building Wealth Success.  He is a graduate of the Terry college of business at the University of Georgia with a major in finance and marketing. During college and after graduation, he served as a campus minister for 10 years in the US and Central Europe. A highlight of his non profit experience was serving as a foreign missionary in Ljubljana, Slovenia.

    • 08 Feb 2022
    • 5:00 PM - 7:00 PM (EST)
    • The Cherokee Town Club
    *       

    February Membership Meeting

    Tuesday, February 8, 2022
    5:00 pm

    * MEMBERS ONLY*


    Annual Federal Tax Update
    Professor Sam Donaldson
    Georgia State University College of Law



    Samuel Donaldson came to Georgia State University after 13 years as a Professor and Associate Dean at the University of Washington School of Law in Seattle, where he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the law school’s Student Bar Association. 

    A member of the Bar in Washington, Oregon, and Arizona, he has authored and co-authored many books, including the Price on Contemporary Estate Planning treatise published by CCH and the forthcoming West casebook, Federal Income Tax: A Contemporary Approach

    He is also an amateur crossword constructor, and his puzzles have been published in The New York TimesThe Los Angeles TimesThe Chronicle of Higher Education, and other outlets.



    • 10 May 2022
    • 4:30 PM - 7:00 PM (EDT)
    • TBA
    *       

    May Membership Meeting

    Tuesday, May 10, 2022
    4:30 pm



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