Balser symposium

Balser Symposium


For the 17th year in a row, join collaborative partners: Community Foundation of Greater Atlanta, Jewish Foundation of Atlanta, and United Way for the Balser Symposium, one of Atlanta’s premier financial planning and tax seminars.

The Balser Symposium will be conducted as a two-part event, with an entertaining and educational virtual event delving into Charitable Giving Techniques in Times of Economic Uncertainty on January 26, 2023, and Balser Outdoors – a lively outdoor networking evening on April 27, 2023. Both events will be included in the ticket price.

Register Below for this year’s event on January 26th, 2023


Balser Symposium Committee

Committee Chair
Hays Evans | Capital Group Private Client Services

Committee Co-Chair
Thompson Turner | Chamberlain, Hrdlicka, White, Williams & Aughtry

Committee Members
Christa Boyd | Djuric Spratt
Tesh Patel | Cohen Pollock Merlin Turner, P.C.
Stacey Gorowitz | S.J. Gorowitz Accounting & Tax Services, P.C.
David Gutt | BNY-Mellon
Jori Mendel | Atlanta Jewish Foundation
Alison O’Carroll | Community Foundation for Greater Atlanta
Eve Powell | United Way of Greater Atlanta
Laura K. Schilling | Financial Innovations/Estate Innovations
Adon Solomon | Fox Rothschild LLP
Kaylin Berinhout | Atlanta Jewish Foundation
Josh Dukelow | Community Foundation for Greater Atlanta
Michelle Staes | United Way of Greater Atlanta

Brought to you by

Atlanta Jewish Foundation
community foundation of greater atlanta
United Way - United Way of Greater Atlanta

Platinum Sponsors

Silver Sponsors

Capital Group

Bronze Plus Sponsors

Bennett Thrasher
Diversified Trust
Estate Innovations LLC
Financial Innovations LLC
HDH Advisors LLC

Bronze Sponsors

Adams Capital