Upcoming events

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Upcoming events

    • March 21, 2024
    • 5:00 PM - 6:30 PM
    • Zoom meeting

    Wrangling Your Digital Life

    Kate Hufnagel is the Founder and CEO of The Digital Wrangler™. As a business succession , legacy and estate organizer, speaker and coach, she helps individuals and small business owners do the important work that nobody likes to talk about. After a mind-blowing 25-year career in big tech, Kate founded her business to put all her know-how and life experiences to work to make things easier for those left behind when the inevitable, or unexpected, happens.

    Kate loves educating individuals and business owners on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She’s been a guest on a variety of podcasts, has spoken at a number of conferences and has traveled around the country facilitating workshops for small business owners.

    Kate is a bonus mom of two, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world.

    • April 18, 2024
    • 5:00 PM - 6:30 PM
    • No Meeting Is Held in April

    No Meeting this Month- Tax Time! 

    See Everyone in May for another fantastic Guest Speaker

    • May 16, 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.

    • June 20, 2024
    • 5:00 PM - 6:30 PM
    • Zoom meeting

    Clean Up the Clutter and Share Your Favorite Tech Hacks and Tips to Expand Your Virtual Business

    Join our deep well of member knowledge and experience as we share our favorite hacks and tech to simplify our work or personal life. 

    Also, veterans of the virtual DMM world will talk about how they moved their clients and future business from on site service to virtual.    

    • July 20, 2024
    • 5:30 PM - 8:00 PM
    • To Be Determined

    New and Prospective Member Meet and Greet

    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 and socializing is something our members love to do.

    Please RSVP by July 10

    so that we can know how many to expect. Location To Be Determined.

    • August 15, 2024
    • 5:00 PM - 6:30 PM
    • To Be Determined

    Watch this space for our scheduled Speaker and Topic!

    • September 19, 2024
    • 5:00 PM - 6:30 PM
    • To Be Determined

    Medicare Solutions with Keith Napp

    Helping you help your clients negotiate the every changing Medicare Options

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

    Check back when Speaker and Topic are Confirmed
    • 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.

    Looking forward to sharing some Holiday Cheer!

Past events

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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