Upcoming events

Upcoming events

    • July 21, 2022
    • 5:00 PM - 6:30 PM
    • Zoom meeting
    Register

    “Future projections for climate impact, water, food, unemployment, terrorism, organized crime, and environmental and information pollution lead to complex human disasters. The stakes are too high to tolerate business as usual. The world is racing to implement solutions for global problems with ever-increasing complexity and scale.”

    This quote from The Millennium Project says it all; the stakes are too high to tolerate business as usual. Society has massive challenges that policy & philanthropy can’t solve alone. These issues require solutions at scale, and that’s where the world’s capital – from institutions and individual investors – plays a pivotal role.

    The good news is that sustainable investing is a solution and it’s exploding. Investors of all sizes are recognizing that their investments are a powerful tool to drive the change they want to see in the world. 

    Yet many people don’t realize that sustainable investing is available to them. IT IS! Everyday investors can now build entire sustainable, diversified, competitive portfolios in their personal accounts and retirement plans like IRAs and 401ks.

    Gary Whitehurst and Nancy Sagar co-founded Brighter Investing to help people move their “unexamined” investments into sustainable ones. As a legal Public Benefit LLC, they’re also dedicated to financial literacy and cause education to help people become better investors and advocates for the issues they care about. Join this discussion to discover how you can build a more sustainable portfolio now!  

    Learning Objectives

    • Introduce sustainable investing: What it is, why it’s growing so quickly, terminology
    • Link sustainable business practices (and risky ones) to financial and investment performance
    • Highlight different sustainability & impact strategies and how they tie to your financial goals and the change you want to drive  


    Presented by GARY WHITEHURST, CEO & CO-FOUNDER, BRIGHTER INVESTING

    With more than two decades in the Atlanta wealth management business, Gary has devoted his career to building exceptional client experiences. He held nearly every role from financial advisor to operations to head of advisory services and corporate leadership for a local firm that grew to $1.4 billion in assets under management during his tenure. He earned a BBA from the University of Georgia and holds a Chartered SRI Counselor™ designation, the first and only major financial credential dedicated specifically to SRI. The accreditation was developed with US SIF, the country’s leading voice advancing sustainable, responsible, and impact investing across all asset classes.

    gary@brighter-investing.com, (404) 793-7113 (direct/cell)



    • August 18, 2022
    • 5:00 PM - 6:30 PM
    • Zoom meeting
    Register

    How divorce attorneys and DMMs can assist each other


    Gary Graham, Divorce and Family Law Attorney at Stern & Edlin, P.C., focuses his practice on family law issues such as high net worth divorce cases, child custody determinations and modifications, prenuptial and postnuptial agreements, modification of child support and alimony judgments, enforcement of judgments, and adoptions.   

    Gary was the winning attorney in the precedent setting divorce case of Miller vs. Miller, 288 Ga. 274 (2010), which established for the first time appropriate methods to value a professional business for equitable division of property purposes and further solidified existing law on transforming separate property to marital property.

    Gary served as Chair of the Family Law Section of the State Bar of Georgia in 2017-2018 and as Chair of the Family Law Section of the Atlanta Bar Association in 2014-2015. He is also a Fellow in the American Academy of Matrimonial Lawyers, which is a group of attorneys in the United States that are recognized by the bench and bar as a leading practitioner in the area of matrimonial law. He has been recognized as a Legal Elite by Georgia Trend Magazine, and was inducted in 2014 into the Ten Leaders of Divorce Law of Greater Atlanta.



    • September 15, 2022
    • 5:00 PM - 6:30 PM
    • Zoom meeting

    To Be Determined


    • October 20, 2022
    • 5:00 PM - 6:30 PM
    • Zoom meeting
    Register

    Kelley Napier with Georgia Estate and Elder Law will discuss the estate administration process using an irrevocable trust, a revocable living trust, a will, or no planning documents at all. She will also discuss how DMMs can facilitate the work needed on the front end to establish any of these plans in addition to how we can help Executors in estate settlement.

    She is a partner at Georgia Estate & Elder Law in Atlanta. Kelley holds the Certified Elder Law Attorney (CELA) designation from the National Elder Law Foundation (NELF), the only organization approved by the American Bar Association to offer certification in elder law. She is a member of the National Academy of Elder Law Attorneys, where she currently serves on the board of the Georgia Chapter. She has been selected as a Super Lawyer Rising Star each year since 2020.


    • November 17, 2022
    • 5:00 PM - 6:30 PM
    • No Meeting Is Held in November

    November - No Meeting


    • December 08, 2022
    • 5:00 PM - 8:00 PM
    • Location To Be Determined
    Register

    Location To Be Determined


Past events

June 16, 2022 Estate Settlement and Trust Administration
May 19, 2022 Making Advance Care Planning Easier with a Georgia POLST
April 21, 2022 Reminder: AADMM-Atlanta DOES NOT hold a meeting in April due to tax season.
March 17, 2022 CORRECTED ZOOM LINK & MEETING AGENDA: Understanding Medicare and ACA Health Insurance Coverage Options
February 17, 2022 February 17, 2022 Chapter Meeting
January 20, 2022 January 2022 Chapter Organizational Meeting
December 09, 2021 AADMM Atlanta Chapter Holiday Social
October 21, 2021 Geriatric Care Management
September 16, 2021 Medicare 101 and What's new for 2022
August 19, 2021 August Chapter Meeting - Technology Roundtable Discussion
July 15, 2021 July Chapter Meeting - Matt Remund, CPA
June 17, 2021 June Chapter Meeting featuring Lisa Lubar, Financial Advisor with Morgan Stanley
May 20, 2021 Join Us For Our May Chapter Meeting Focusing on Financial Planning Issues Specific to Women
March 18, 2021 Join Us For Our March Chapter Meeting Focusing on Financial Planning Issues Specific to Women
February 18, 2021 Veteran's Benefits & More
January 21, 2021 January 21, 2021 Chapter Organizational Meeting
November 13, 2020 AADMM Annual Conference - Virtual
October 22, 2020 Tax Matters
September 17, 2020 Medicare 101 and What's New for 2021
August 20, 2020 Roundtable Discussion - Letters of Engagement and Website Preview
July 23, 2020 Financial Exploiation of Vulnerable Adults
June 18, 2020 5 Topics We Face Addressing the Needs of Our Elder Parents
May 20, 2020 Roundtable Discussion - COVID impact to DMMs
February 20, 2020 Hot Topics in the Personal Financial Planning Community


 


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