January 28 | 9-10:30 am | $75

For the 16th year in a row, join collaborative partners: Community Foundation of Greater Atlanta, Jewish Foundation of Atlanta, and United Way for an event catered towards financial advisors and professionals. For the first time, the Balser Symposium will be conducted as a two-part event, with an entertaining and inspiring virtual event delving into Impact Investing on January 28th, and a lively outdoor networking evening in the Spring. Both events will be included in the ticket price. 

For our virtual event, expect an exciting intro featuring Paul Ollinger on his lessons learned from his hundreds of interviews on his podcast “Crazy Money.” End with an optional conversation about tax law updates and their implications. Learn more and register now.  

Registration closes on January 14th 

Balser Symposium Committee

Christa Boyd | Djuric Spratt
Jeffrey Cohen | Buckingham Strategic Wealth
Hays Evan | Capital Group Private Client Services
Stacey Gorowitz | S.J. Gorowitz Accounting & Tax Services, P.C.
Michael Jacobs | Homrich Berg
Jori Mendel | Atlanta Jewish Foundation
Alison O’Carroll | Community Foundation for Greater Atlanta
Samantha Page | MendenFrieman, LLP
Hope Patterson | Windham Brannon
Eve Powell | United Way of Greater Atlanta
Laura Schilling | Estate Innovations LLC
Shellee Spagnoletto | Ameris Bank Wealth Management
Thompson Turner | Chamberlain, Hrdlicka, White, Williams & Aughtry

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