Q1 PMG Meetup: Atlanta, GA

At the end of January, we held our Q1 Practice Management Group meetup just outside Atlanta in Kennesaw, Georgia.

Over two days — January 29th and 30th — nearly three-quarters of our member firms were in the room. About 14–15 advisors attended out of roughly 20 total reps, which is exactly how we want these meetings to function: small, engaged, and discussion-driven.

This wasn’t a conference. It was working time.

Real Topics. Real Planning Conversations.

The agenda focused on advanced planning issues advisors are dealing with right now, including:

• Identifying and implementing NUA opportunities

• Leveraging step-up in basis strategies while clients are still alive

• Using donor-advised funds to bundle charitable giving and increase after-tax efficiency

• Clarifying the differences between revocable and irrevocable trusts

• Addressing the tax treatment of annuities held inside trusts, including income and growth considerations

• Reviewing current “Trump-era” account structures and how they’re being positioned today

Much of the value came from real client scenarios, peer discussion, and walking through planning decisions — not theory.

Why These Meetings Matter

PMG meetups are designed for advisors who want more than surface-level strategy.

They’re for firms focused on:

• Better planning

• Better process

• Better decision-making at the ownership level

Small rooms. Direct conversations. No fluff.

We’re already looking forward to the next one.

If you're part of PMG, we'll see you there.