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.
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.
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.