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Upcoming events

    • June 20, 2024
    • 5:30 PM - 8:00 PM
    • Persepolis Persian Cuisine, 6435 Roswell Rd, Atlanta, GA 30328

    In Person Dinner Networking

    Join us for this informal mingle and meet some of our members. Whether you are new to the group, thinking about joining the AADMM Atlanta Chapter, or if you are a long time member, getting together in person for some casual conversation, dinner (self-pay) and socializing is something our members love to do. 

    Please RSVP by June 14th

    Persepolis Persian Cuisine

    6435 Roswell Rd, Atlanta, GA 30328

    • July 18, 2024
    • 5:00 PM - 6:30 PM
    • Zoom meeting

    Helping Your Clients Negotiate the Challenges of Transitioning Seniors Smoothly to New Living Situations

    A moving company simply moves your belongings. Kaye Ginsberg and her team at Peace of Mind Transitions provide a comprehensive approach to minimize all the associated stress and chaos of moving by taking on all the aspects of the move process.

    Kaye started her business in 2016, and is a member of the National Association of Senior Move Managers (NASMM).

    She learned about Senior Move Management through the experience of helping her out-of-state mother move from her longtime home into an assisted living community.

    Kaye’s favorite part of the business is the people. She enjoys meeting clients who all have an interesting story to tell and is proud of the dedication and compassion of the entire Peace of Mind Transitions team.

    When not working you can probably find Kaye on the tennis court. She also enjoys traveling with her husband and adult children. Most people don’t know that Kaye has a musical background having played the piano, flute, piccolo and bassoon.

    • August 15, 2024
    • 5:00 PM - 6:30 PM
    • Zoom Meeting

    "Helping Your Clients Minimize Taxes in Retirement"

    Senior Wealth Advisor, Jim Crump is joining us this month speaking on the important topic of taxes in retirement.

      Mr. Crump is a licensed Life & Health Agent and a part of The Wingate Group, Inc. He got his first life & health license in 1981 and has many years of experience helping individuals, families and small businesses “right-balance” their investments to minimize taxation in retirement as well as position insurance to protect their assets and secure their future against risk.

    His goal is to provide his clients with the expert guidance they need to maximize their retirement nest egg, make sure they don’t run out of money in their golden years and avoid calamity along the way.

    • September 19, 2024
    • 5:00 PM - 6:30 PM
    • Zoom Meeting

      Medicare Solutions with Keith Nabb 

    "Helping you help your clients negotiate the every changing Medicare Options"

    Keith is a native of Gwinnett County, Georgia. He established himself as an industry leader as an independent health insurance broker in Suwanee. His commitment to Gwinnett County is evident through years of community service: President of the Gwinnett Council for Seniors; a graduate and past Board Chairman of the Gwinnett Neighborhood Leadership Institute (18 years). Keith has been a noted leader within his city for public art and city planning initiatives.

    In 1995 he opened his first agency, Affordable Health & Life Plans, Inc., an independent health insurance brokerage. This was the first health insurance agency in Georgia to have an internet website, quoting health plans!

    Keith’s transformed his agency in 2013 as Affordable Medicare Solutions, specializing in Medicare planning and Individual Health Insurance. His staff of 10 has over 100 years of medical insurance experience and represent every major medical plan available. With the onset of Medicare Modernization in 2004 Keith was inspired to reach out to the senior community to help navigate the new complex options for Medicare.

    With the changes in Medicare and health care due to the Affordable Care Act, Keith continued his trendsetting approach to educating the public on their new healthcare and Medicare options. As the pre-eminent Medicare educator in Georgia, Keith has personally taught over 1200 classes on these subjects to professionals and consumers at conventions, senior centers, hospitals, churches and schools.

    • October 17, 2024
    • 5:00 PM - 6:30 PM
    • Zoom Meeting

    Mixing Family & Business: The Dynamics of Working with Families and Finances

    More Info to come.....

    • November 21, 2024
    • 5:00 PM - 6:30 PM
    • No Meeting Is Held in November

    No Meeting in November

    Hope to See You All Online at the Virtual Conference!

    • December 05, 2024
    • 5:30 PM - 9:00 PM
    • To Be Determined

    Please join us for our Members Only Holiday Party!

    Please RSVP no later than December 1st

    so we know how many to plan for.

    Location and Details to Come.

    Looking forward to sharing some Holiday Cheer!

Past events

May 16, 2024 May 16, 2024 -Favorite Tech Hacks and Expanding Your Virtual Business
April 18, 2024 April 18, 2024 - No Meeting- Tax Time!
March 21, 2024 March 21, 2024 - Wrangling Your Digital Life
February 15, 2024 February 15, 2024 - Succession Planning and Navigating Life's Transitions
January 18, 2024 January 18, 2024 Chapter Members Organizational Meeting
November 16, 2023 Reminder: AADMM-Atlanta DOES NOT hold a meeting in November due to the AADMM National Conference..
October 19, 2023 It's A Digital Age- Get OnBoard!
September 21, 2023 Networking & Visitors Event Southern Bistro- No Speaker
August 17, 2023 Tech Share: Favorite Tech and Hacks Sharing Event
June 15, 2023 Repairing Client Credit: Negotiate, Mediate, Repair?
May 18, 2023 Reverse Mortgage: Is It Right For Your Client?
April 20, 2023 Reminder: AADMM-Atlanta DOES NOT hold a meeting in April due to tax season.
March 16, 2023 What to Do When There Is No Will?
February 16, 2023 Making Your Business and You POP in the Digital World
January 19, 2023 January 2023 Chapter Organizational Meeting
December 08, 2022 December 8, 2022 Holiday Social @ Karen Leff's Home
November 17, 2022 Reminder: AADMM-Atlanta DOES NOT hold a meeting in November due to the AADMM National Conference.
October 20, 2022 What Kind Of Trust Is This?
September 15, 2022 Guardianships and Conservatorships
August 18, 2022 How divorce attorneys and DMMs can assist each other
July 21, 2022 Sustainable Investing
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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