Events

Contact us for more information about any FSP Atlanta event. 

Non-member guests are always welcome, cost is $25. 

Please register online or  admin@fspatlanta.org so we will know to expect you!

Use FSP Atlanta events to get your company in front of the top financial professionals in Atlanta: find out more about becoming a Corporate Sponsor!

Upcoming events

    • 01/11/2018
    • 7:30 AM - 9:30 AM
    • Buckhead Club
    Register


    Join us Thursday January 11, 2018 

    Time:  7:30am-9:30am

    Location:  Buckhead Club 

    3344 Peachtree Road NE #2600, Atlanta, GA 30326

    Join us for a panel on 

    “Fast Tracking Your Business”


    • 02/15/2018
    • 8:00 AM - 9:00 AM
    • Webinar


    Dr. Robert R. Johnson, Ph.D., CFA®, CAIA® named president and CEO of The American College




    FSP Atlanta Chapter Online Webinar

    Join us Thursday February 15, 2018

    Time: 8:00am-9:00am

    Our Speaker Doug Duncan will speak on

    “Tax Planning Strategies & Recent Developments”

    Doug will review recent developments in the areas of estate planning, business and tax planning strategies, and how the use of life insurance as a planning tool is impacted by those developments.


    Douglas W. Duncan is a principal of Lefkoff, Duncan, Grimes, McSwain & Hass. Doug concentrates his practice in trusts and estates with emphasis on estate and tax planning for business owners and investors.

    He advises a broad range of business owners and other executives in estate planning, estate administration, taxation, insurance, executive compensation plans and closely-held business matters.

    Doug is a frequent lecturer to professional groups and has published outlines and articles on generation-skipping tax planning, deferred compensation arrangements, estate planning for landowners, estate planning for closely-held business owners, and other estate planning and tax planning matters. He is coauthor of "The InterActive Will and Trust Drafting System," published by InterActive Professional Software for attorneys.

    Doug was admitted to practice in Georgia in 1980. He is active in the American Bar Association, and served as Chairman of the ABA Committee on Special Problems of Executives, Professionals and Multi-Jurisdictional; State Bar of Georgia, Fiduciary Law Section, Taxation Section; Atlanta Bar Association; Atlanta Estate Planning Council, Association for Advanced Life Underwriting; and the American Society of Chartered Life Underwriters.

    Prior to joining Lefkoff, Duncan, Doug headed the Tax Division, Trust Department, The Citizens and Southern National Bank (now Bank of America) in Atlanta (1971-1980) and practiced law with Haas, Holland, Lipshutz, Levinson and Gilbert (1980-1982).

    Doug received his undergraduate degree (1968) from Duke University and his law degree (1980), magna cum laude, from Woodrow Wilson College of Law.


    1 Hour of GA Insurance Credit, 1 Hour of CFP Credit (applied for)

    Where: Via Webinar *Webinar Information will be released just prior to the event*

    Cost: 

    FREE to FSP Members

    Non-members  $25.00


    https://www.fspatlanta.org/event-2738961


    • 03/14/2018
    • 7:30 AM - 5:00 PM
    • Cobb Galleria


    FSP of Atlanta partners with the Atlanta Association of Health Underwriters to bring you the 2018 Atlanta Benefits & Financial Services Forum 

    March 14, 2018

    The day will be packed with remarkable speakers sharing best practice, expert ideas and business solutions – all for you!

    With over 200 attendees-don't miss the opportunity to grow your professional success with FSP Atlanta   

    Where:  Cobb Galleria

    Time:  7:30 a.m. - 4:30 p.m.

    Cost: To be Announced



Past events

12/07/2017 Chapter Online Webinar-"Driving Value in Business Succession"
11/09/2017 FSP of Atlanta Chapter Meeting
09/29/2017 FSP of Atlanta Chapter Meeting
05/18/2017 FSP of Atlanta Chapter Meeting
03/22/2017 2017 Atlanta Benefits & Financial Services Forum
02/16/2017 Chapter Online Webinar-Tax Planning Strategies-Recent Developments
01/18/2017 FSP of Atlanta Chapter Meeting
11/02/2016 FSP of Atlanta Chapter Meeting
09/22/2016 Chapter Online Webinar-Recent Developments
09/15/2016 Digital Marketing Strategy Webinar Series
05/19/2016 FSP of Atlanta Annual Meeting featuring Dr. Mary Gresham, Atlanta Financial Psychology
03/30/2016 2016 Atlanta Benefits & Financial Services Forum
02/11/2016 A Review of 2015 Estate Planning Developments and the Impact on Life Insurance
01/28/2016 Chapter Online Webinar-Tax Planning Strategies-Recent Developments
11/12/2015 Planning for your Special Needs-Estate Planning For Families With A Person With A Disability
11/11/2015 Society of FSP November Video Teleconference, in conjunction with the American College
10/15/2015 Chapter Online Webinar-Tax Planning Strategies-Recent Developments
10/01/2015 "Social Media, Is It for You?" - Featuring: Dorothéa Bozicolona-Volpe Principal, Social Espionage and Jennifer Sandberg Partner, Fisher & Phillips, LLP
05/14/2015 Annual Chapter Meeting Featuring David Culley, CLU,ChFC- Past President of AALU
04/16/2015 Chapter Meeting Featuring ROBERT R. JOHNSON, Ph.D., CFA®, CAIA®, President of the American College
02/05/2015 Life Settlements in Today's Full Disclosure World
10/30/2014 Half-Day Symposium: Part 2
09/25/2014 NEW! Half-Day Symposium: Part 1
06/10/2014 FSP Atlanta Strategic Planning Meeting
05/08/2014 Chapter Meeting: View from the Top
04/17/2014 Sections Meeting: Healthcare in Retirement
04/15/2014 Board of Directors Meeting
03/28/2014 Joint Meeting with NAIFA
02/20/2014 Sections Meeting: Recent Tax and Estate Planning Developments
02/18/2014 Board of Directors Meeting
01/16/2014 Economic Update with Bryan Jordan, Nationwide
12/17/2013 Board of Directors Meeting
11/21/2013 Chapter Meeting: Year-End Tax Planning
10/15/2013 Board of Directors Meeting
08/22/2013 FSP/EPCNGA Joint Symposium
05/09/2013 Chapter Meeting: Bring Your "A" Game Panel
04/18/2013 "Ask the Expert" Teleconference: Shawn Britt, Nationwide on Long-Term Care Riders
04/16/2013 Board of Directors Meeting
03/28/2013 Chapter Meeting: Joint Meeting with NAIFA
02/21/2013 "Ask the Expert" Teleconference: Life After ATRA
02/19/2013 Board of Directors Meeting
01/24/2013 Chapter Meeting: Joint Meeting with FPA
12/11/2012 Board of Directors Meeting
11/15/2012 Chapter Meeting: Year-End Tax Planning
10/16/2012 FSP Atlanta Board Meeting
10/11/2012 "Ask the Expert" Teleconference: Estate Planning with Douglas Duncan
08/21/2012 FSP Atlanta Board Meeting
08/08/2012 FSP/EPCNGA Joint Symposium
05/10/2012 View from the Top Chapter Meeting
04/17/2012 FSP Atlanta Board Meeting
04/12/2012 Business Succession Planning Spring Sections Meeting
03/30/2012 Joint Chapter Meeting with NAIFA
02/21/2012 FSP Atlanta Board Meeting
02/16/2012 Recent Developments Winter Sections Meeting
01/31/2012 Advanced Estate Planning Series Part 2
01/26/2012 Joint Chapter Meeting with FPA
11/29/2011 FSP Atlanta Board Meeting
11/17/2011 Year-End Tax Planning Chapter Meeting
10/20/2011 Fall Sections Meeting
10/14/2011 FSP Atlanta Board Meeting
09/15/2011 26th Annual Southeastern Symposium
06/03/2011 Annual Board Planning Meeting
05/12/2011 View from the Top Chapter Meeting
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