Upcoming events

    • 01 Sep 2020
    • 4:30 PM - 7:00 PM (EDT)
    • via ZOOM

    September Membership Meeting

    Tuesday, September 1, 2020
    4:30 pm

    EQ vs. IQ - How to Engage with Clients More Effectively, Especially in our Current Environment

    presented by David Greene & Swygman of Greene Consulting

    Due to ongoing COVID-19 protocols, the September meeting will be held via ZOOM.  Conference links will be e-mailed to registrants one week prior to the meeting.

    A Managing Partner at Greene Consulting for over 20 years, David Greene’s responsibilities include the conceptualization and development of positioning presentations for both Institutional clients and those targeting a High Net Worth clientele. David is also actively focused in the training process, working to both implement and facilitate customized programs related to sales and sales management. 

    Rick Swygman joined Greene Consulting in 2012. Capitalizing on over 20 years of experience in senior leadership positions for top financial services organizations in the U.S., Rick has specific expertise in the areas of Sales and Sales Leadership and serves as a Senior Consultant in relationships focused on these issues.

    • 17 Nov 2020
    • 4:30 PM - 7:00 PM (EST)
    • Cherokee Town Club
    Registration is closed

    September Membership Meeting

    Tuesday, November 17, 2020
    4:30 pm

    The Intersection of Congress and

    the Federal Reserve –

    Current Policy and Economic Outlook

    presented by Jason O'Rouke

    Federal Reserve Bank of Atlanta

    • 09 Feb 2021
    • 5:00 PM - 7:00 PM (EST)
    • The Cherokee Town Club
    • 250
    Registration is closed
    February Membership Meeting

    Tuesday, February 9, 2021

    5:00 pm

    a members-only event

    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 Times, The Los Angeles Times, The Chronicle of Higher Education, and other outlets.

    • 11 May 2021
    • 4:30 PM (EDT)
    • Cherokee Town Club
    Registration is closed


    May Membership Meeting

    Tuesday, May 11, 2021
    4:30 pm

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