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  • March 20, 2025 - No Meeting- Tax Prep Underway!

    • March 20, 2025
    • 5:00 PM - 6:30 PM
    • no meeting


    No Meeting This Month as we are hitting Tax Season!

    See you all in April.

    Show details

  • April 17, 2025 - Network With Atlanta DMMs!

    • April 17, 2025
    • 5:00 PM - 6:30 PM
    • Southern Bistro, 4920 Roswell Rd, Atlanta GA 30342
    Register


    Dine with Your Fellow DMM's

    Join us at Southern Bistro (5-8pm) for a networking dinner with your fellow Atlanta Daily Money Managers. New or prospective members are welcome to join us by registering for this event. Come join us and enjoy some good conversation and company!

    Southern Bistro

    4920 Roswell Rd, Atlanta 30342

    www.southnbistroatl.com

    (meal and beverage self pay)

    Show details

  • May 15, 2025 - Speaker/Topic To Be Determined

    • May 15, 2025
    • 5:00 PM - 6:30 PM
    • Zoom meeting
    Register

    Watch this space for our scheduled Speaker and Topic!
    Show details

  • June 19, 2025 - Speaker/Topic to be Determined

    • June 19, 2025
    • 5:00 PM - 6:30 PM
    • Zoom meeting
    Register

    Watch this space for our scheduled Speaker and Topic!
    Show details

  • July 19, 2025 - New Member Open House/In-Person Social

    • July 19, 2025
    • 5:30 PM - 8:00 PM
    • To Be Determined
    Register

    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.


    Show details

  • August 21, 2025 - Speaker/Topic To Be Determined

    • August 21, 2025
    • 5:00 PM - 6:30 PM
    • To Be Determined
    Register

    Watch this space for our scheduled Speaker and Topic!



    Show details

  • September 18, 2025 - Speaker/Topic To Be Determined

    • September 18, 2025
    • 5:00 PM - 6:30 PM
    • To Be Determined
    Register

    Watch this space for our scheduled Speaker and Topic!



    Show details

  • October 16, 2025 - Speaker/Topic To Be Determined

    • October 16, 2025
    • 5:00 PM - 6:30 PM
    • Zoom Meeting
    Register

    Watch this space for our scheduled Speaker and Topic!



    Show details

  • No November Meeting- See You All At Conference

    • November 20, 2025
    • 5:00 PM - 6:30 PM
    • No Meeting Is Held in November


    No Meeting in November

    Hope to See You All in San Antonio, TX at the Conference!

    Show details

Past events

February 20, 2025 February 20, 2025 - How Past Trauma Can Affect Your Clients Financial Future
January 16, 2025 January 16, 2025 Chapter Members Organizational Meeting
November 21, 2024 No November Meeting- AADMM National Conference
October 17, 2024 October 17, 2024 -In Person Networking Dinner
September 19, 2024 September 19, 2024 - Medicare Solutions with Keith Nabb
August 15, 2024 August 15, 2024 -How to Minimize Taxes in Retirement
July 18, 2024 July 18, 2024 - Helping Your Clients Negotiate the Challenges of Transitioning Seniors to New Living Situations
June 20, 2024 June 20, 2024 - In-Person Networking Dinner
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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