Upcoming events

Upcoming events

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

    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
    • Details to follow.

    Karen Leff has graciously offered to host our Holiday event at her home.  Time is still to be determined.  Details to follow.

Past events

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


Powered by Wild Apricot Membership Software