Our next lunch meeting will take place on Tuesday, November 17, from 12 to 1 p.m. at the Buckhead Club. Join us for an engaging panel discussion featuring experienced wealth management professionals who will share their views on:

•  AI's Impact on Wealth Management: Opportunity or Threat?
•  How AI is transforming investment research and portfolio construction
•  Current State of Investing
•  What does the rest of the year hold
•  Tax-Efficient Investing in a Changing Tax Environment
•  One Big Beautiful Bill Impacts!

Featured Panelists:

• Joshua Loud, AAMS, CEPA, Financial Advisor, Loud Wealth Management
• Brandon Hayes, CFP, Partner & Co-Founder, ClariVise Private Wealth
• James Underwood, CPA, CFA, Senior Wealth Advisor, Focus Partners

Moderator: Cromwell S. Baun, CPA, CFA, CIMA, CFP, Senior Vice President–Wealth Management, UBS

Don't miss out - registration is now open! Seating is limited!

Date: Tuesday, November 17

Topic: Panel presentation on Wealth Management

Location: The Buckhead Club, 3344 Peachtree Rd NE, Suite 2600, Atlanta, GA 30326

Time: 12 to 1 p.m

CPE Credit: 1.5 hour

Cost: $35 and includes lunch.

Registration: Please register below and pay online by credit card. Must be registered to attend.