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• AEPC November 2026 Membership Meeting

  • When
    10 Nov 2026
  •  
    4:00 PM - 7:00 PM
  • Location
    The Cherokee Town Club

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  November 10, 2026 Membership Meeting

  Tuesday, November 10, 2026

  
  

  Year-End Planning:     

  Promises, Pitfalls, and Perspectives from Across the Advisory Team

  A Panel discussion featuring tax, wealth management, insurance, and valuation professionals

  Panelists

  David Adams - Adams Capital

  Terri Lawson - Frazier and Deeter

  Patrick Leavitt - Merrill Private Wealth

  Scot Kirkpatrick - Chamberlain Hrdlicka

  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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• AEPC February 2027 Membership Meeting

  • When
    09 Feb 2027
  •  
    4:00 PM - 7:00 PM
  • Location
    The Cherokee Town Club

                 

  February 2027 Membership Meeting

  * Live dinner event:  Members only *

  Livestream Not Available

  Tuesday, February 09, 2027

  
  

  Networking & Cocktails at 4:00 pm

  Membership business meeting followed by 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 2027 Membership Meeting

  • When
    18 May 2027
  •  
    4:00 PM - 7:00 PM
  • Location
    The Cherokee Town Club

  
  

  May 2027 Membership Meeting

  Tuesday, May 18, 2027

  
  

  
  

  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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• AEPC September 2027 Membership Meeting

  • When
    21 Sep 2027
  •  
    4:00 PM - 7:00 PM
  • Location
    The Cherokee Town Club

  
  

  September 2027 Membership Meeting

  Tuesday, September 21, 2027

  
  

  Networking begins at 4:00 pm

  Business meeting at 4:45 pm

  Presentation at 5:00 pm

  
  

  
  

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