Client Events

Join Us for Our First State of the Markets Call of 2018

Date: Monday, March 5, 2018
Time: 12 pm – 1 pm

The past 12+ months brought a strengthening economy, record highs for U.S. markets, political surprises both here and abroad and so much more. Our first State of the Markets webinar of 2018 will focus on:

  • What happened in 2017?
  • What other factors affected the markets?
  • What's on the horizon?
  • What do financial experts forecast for 2018?

In lieu of our written market report, we are providing an opportunity for you to hear us discuss the markets first-hand. We hope you’ll join us for this casual, informative session.

Please register by Friday, March 2:

After registering, you will receive a confirmation email containing information about joining the webinar.

9th Annual Holiday Open House
Thursday, December 7, 2017
11:30 am to 1:30 pm

Annual Holiday Open House

The holidays are the perfect time to express our thanks for your business and to think about those less fortunate.

Please join us for our 9th Annual Holiday Open House and Toys for Tots Collection on Thursday, December 7, 2017, 11:30 am - 1:30 pm at our office - 5901-B Peachtree Dunwoody Road, Suite 275, Atlanta, GA 30328. Lunch will be served.

In the holiday spirit, please bring a new, unwrapped toy. If you are unable to join us, but would like to donate a toy, please call our office at (770) 261-5380 to arrange a time to drop by.

RSVP by December 1 to Angela Fernandez at 770-261-5380 or

Retirement Readiness Workshop
Friday, November 10, 2017
10 am to 3:30 pm

You've been planning for your retirement since your career started but when you are finally ready, will all of the hard work pay off? It's time to get to work and find out. We're hosting a Retirement Readiness workshop on Friday, November 10 from 10:00 am to 3:30 pm to help folks just like you make sure they are truly prepared.

Join AFA as we host Commonwealth Financial Network's Joni Youngwirth for this interactive workshop where we consider the aspects of retirement planning beyond the financials. We will cover:

  • Career & work
  • Health & wellness
  • Finance & insurance
  • Family & relationships
  • Leisure & social
  • Personal development

The workshop will be individually customized for each attendee. Registrants are asked to complete a short, online assessment – prior to the session – which focuses on twenty dimensions of retirement success. During the workshop, you will be presented with the results of your survey as well as insight to help you decide where to put more energy in preparing for this life transition.

Since space will be limited, please RSVP today to Angela Fernandez - 770-261-5380 or

25th Anniversary Celebration
September 23, 2017
Villa Christina, Hyatt Regency – Atlanta Perimeter
6:30 – 9 pm

AFA 25th Anniversary Logo

It's our twenty-fifth anniversary in business and we're ready to celebrate!

Mark your calendar for Saturday, September 23, 2017, from 6:30 pm to 9:00 pm at Villa Christina. We'll be commemorating this wonderful firm milestone and the party simply won't be complete without you.

Anniversaries offer the opportunity to look back and reflect on where you've been as well as the opportunity to look ahead to what the future holds. We know that we wouldn't be where we are today without each and every client, and that a successful future depends on our client relationships.

This party will celebrate both our anniversary and our clients. We'll be recognizing the tenure of our relationship with you, so we sincerely hope you'll join us.

We look forward to an evening of revelry and merriment as we celebrate Atlanta Financial and YOU!

State of the Markets Webinar
August 14, 2017

The financial world is incredibly complex — and, these days, we're all bombarded with dramatic headlines and contrasting opinions. This webinar is designed to educate you about some of the factors we, and expert financial analysts, are watching.

In lieu of our written market report, we are providing an opportunity for you to hear us discuss the markets first-hand.

Neighborhood Dinner: Sandy Springs
June 29, 2017

We’re hitting the road and meeting our clients where they live by hosting theme dinners throughout the Atlanta Metro area. June’s gathering will be in Sandy Springs. If you live in the area and your situation is a good fit for the program topic, be on the lookout for a personal invitation!

Shred-it & Tech Mobility Bar Event
May 17, 2017
3:30 – 6 pm
Atlanta Financial Offices

Do you have stacks of confidential documents that you aren’t sure how to dispose of? Are there questions you have about getting the most out of your mobile device? Bring your papers and your mobile devices to a unique event. Atlanta Financial is partnering with Shred-it to accept your confidential documents and properly dispose of them – giving you the confidence to “shred it and forget it.” And, Carmichael Consulting will staff our Tech Mobility Bar to answer your questions and fix your problems with iPads, iPhones, Android devices, tablets and more. 

Please RSVP to Angela Fernandez at 770-261-5380 or by May 15. And don’t forget to BYOF (Bring Your Own Friend)!

Neighborhood Dinner: Norcross
April 13, 2017

We’re hitting the road and meeting our clients where they live by hosting theme dinners throughout the Atlanta Metro area. April’s gathering will be in Norcross. If you live in the area and your situation is a good fit for the program topic, be on the lookout for a personal invitation!

Retirement Readiness Event
April 7, 2017
9:30 am to 4 pm
Palisades Office Park – Atlanta

We’ve been planning your financial retirement for quite some time but this workshop focuses on aspects of retirement beyond the financials. We will address important topics related to:

  • Work and career in retirement
  • Health and wellness
  • Family and relationships
  • Leisure and hobbies
  • Personal Development

This interactive workshop will be customized to you. You will be asked to complete a short online assessment prior to the workshop. During the workshop, you will receive your results, which will focus on twenty dimensions of retirement success. The results will help you decide where to put more energy in preparing for a next life transition. The workshop will be facilitated by Joni Youngwirth, an outside expert affiliated with Commonwealth Financial Network.  As I mentioned before, the workshop will be interactive, but it will also be fun! 

Please RSVP to Angela Fernandez at 770-261-5380 or by March 14. 

Client Appreciation Event
September 24, 2016
12:30 P.M.–4:00 P.M.

at Eventide Brewing, Atlanta, Georgia
Spend a fall Saturday afternoon with us tasting craft beers and BBQ in the Grant Park area. BYOF (Bring Your Own Friend)!
RSVP to Tiana Cannon at

Retiring FITT Dinner
June 28, 2016
6:00 P.M.–9:00 P.M.

at Villa Christina, Atlanta, Georgia
Is your vision of retirement unclear? Baby boomers are invited to learn from experienced retirees what successful retirement can look like and what they would do differently.

Spring Client Appreciation Event
Thursday, March 31, 2016

Beer Tasting Accompanied by Southern Bites from Adele's on Canton
Cheers to our clients and their friends and families who joined us at our Atlanta Financial Associates’ client appreciation event on March 31, 2016, at Roswell’s new Gate City Brewing Co. READ MORE >

Toys for Tots Open House
December 10, 2015

AFA Office
Please join us as we celebrate the holiday season with an Open House and our seventh annual “Toys for Tots” Collection. Thanks to our generous employees, clients, and friends, we collected nearly 120 toys to donate last year. Atlanta Financial Associates, Inc., is proud to say we are an official drop-off site and star partner of “Toys for Tots” Atlanta. Snacks and refreshments will be available.

Retirement Readiness Workshop
July 20, 2015
10 am – 3 pm

At Palisades Offices
Is the next phase of your life retirement? Join us for lunch and refreshments as we address the critical, non-financial aspects of Retirement Readiness. Planning for retirement is about much more than your financial well-being. This workshop is to help ensure success in your transition into the next phase of your life.

Getting the Most from Social Security
February 11, 2015
7 – 8:30 pm

Maggiano’s at Perimeter
Spend an evening with us and BYOF (Bring Your Own Friend) to this seminar to learn strategies to maximize your Social Security benefit. You’ve been paying into Social Security all of your working years, now it’s time to know about a few key decisions that can make a big difference in the amount of your benefit.

Open House and “Toys for Tots” Collection
December 16, 2014

Please join us as we celebrate the holiday season with an Open House and our sixth annual “Toys for Tots” Collection. You were all so generous last year. Together, we collected well over $1,000 worth of amazing toys for children in need—117 toys in all. We are proud to acknowledge our employees, clients, and friends for their contribution to becoming a star partner of “Toys for Tots” Atlanta. Atlanta Financial Associates, Inc., is an official drop-off site for “Toys for Tots.”

Breast Cancer Awareness Luncheon
October 14, 2014

In honor of Breast Cancer Awareness Month and the fight against breast cancer, we will host our fifth annual Ladies Luncheon. Last year, Cati Stone of the Susan G. Komen Foundation joined us at the Swan Coach House as our keynote speaker. Together with our clients, we raised a total of $3,200. Thank you to our clients for your steadfast support in ending breast cancer forever.

End-of-Summer Social and Shred-It
September 10, 2014

Mingle, make, picture, perfect, shred, sip, enjoy, wear—our End-of-Summer Social and Shred-It is a get-together that celebrates all things summer! Mark it on your calendar as an event not to miss!

Aging and Its Financial Implications
August 20, 2014

Although most of us envision a retirement that includes the much-anticipated pursuit of items on our bucket list, lifestyles may change dramatically in our 70s, 80s, 90s, and beyond. To assist you with the challenges of aging and aging parents, we have partnered with Legg Mason to discuss recent research and practical insights on aging and its financial implications regarding housing. The presentation was created in collaboration with the Center for Innovative Care in Aging at the Johns Hopkins University. This class will provide practical tools to help initiate conversation and family decision making, so that you can embrace all that life has to offer in this stage of life.

AFA Blood Drive
June 10, 2014

We have partnered with Life South for our company blood drive, and we invite clients, employees, friends, and neighbors to “Do something amazing: give blood!” We have a private conference room reserved in the Palisades, so that as many people as possible can participate. For more information, e-mail

Client Advocate Dinner
February 4, 2014

The Client Advocate Dinner is hosted at the first of the year for clients and associates who made introductions that resulted in new clients for our firm. We know that referrals are the best compliment that we can receive, and we want to thank you for your introductions. It is one of our favorite events of the entire year, and we hope to see you there.  

Hear how Atlanta Financial makes life’s journey richer.

Atlanta Financial TV is home to a variety of videos that allow clients and associates to share our knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.