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• AEPC November 2024 Membership Meeting

  • When
    12 Nov 2024
  •  
    4:00 PM - 7:00 PM
  • Location
    The Cherokee Town Club

  Register

  
  

  November 2024 Membership Meeting

  Tuesday, November 12, 2024

  Networking begins at 4:00 pm

  Business meeting at 4:45 pm

  Presentation at 5:00 pm

  
  

  * Registration opens 30 days prior to meeting date *

  
  

  
  

  The Election is Mercifully, Finally Over.  Now What Do We Do?

  Mike Frost, CFP, Truist

  
  

  

  Mike Frost is an Advice and Planning Strategist with Truist Wealth. Prior to joining Truist, he spent five years with Wells Fargo’s Private Bank as a Senior Wealth Planning Strategist helping clients define their goals and objectives and select the strategies to address their financial goals. Prior to working in financial planning, Mike spent nearly 20 years in public accounting helping high net worth and ultra-high net worth clients with their individual, trust, gift, and estate compliance and consulting matters.

  
  

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• AEPC February 2025 Membership Meeting

  • When
    11 Feb 2025
  •  
    4:00 PM - 8:00 PM
  • Location
    The Cherokee Town Club

                 

  February 2025 Membership Meeting

  * Live dinner event:  Members only *

  (Livestream option will be available)

  Tuesday, February 11, 2025

  
  

  Networking & Cocktails at 4:00 pm

  Membership business meeting at 4:45 pm

  Presentation at 5:00 pm

  Dinner service at 5:30 pm

  
  

  * Registration opens 30 days prior to meeting date *

  
  

  Annual Federal Tax Update
  

  Professor Sam Donaldson
  Georgia State University College of Law

  Samuel Donaldson came to Georgia State University after 13 years as a Professor and Associate Dean at the University of Washington School of Law in Seattle, where he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the law school’s Student Bar Association.  A member of the Bar in Washington, Oregon, and Arizona, he has authored and co-authored many books, including the Price on Contemporary Estate Planning treatise published by CCH and the forthcoming West casebook, Federal Income Tax: A Contemporary Approach.  He is also an amateur crossword constructor, and his puzzles have been published in The New York Times, The Los Angeles Times, The Chronicle of Higher Education, and other outlets.

  
  

  
  

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• AEPC May 2025 Membership Meeting

  • When
    13 May 2025
  •  
    4:00 PM - 7:00 PM
  • Location
    The Cherokee Town Club

  
  

  May 2025 Membership Meeting

  Tuesday, May 13, 2025

  Networking begins at 4:00 pm

  Business meeting at 4:45 pm

  Presentation at 5:00 pm

  
  

  * Registration opens 30 days prior to meeting date *

  
  

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