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    Local Society Events 

    Amid, the COVID-19 crisis, the safety and well-being of our members, guests, volunteers and staff are of the upmost importance to us.  With a state of emergency being declared state and nationwide, we are cancelling all live events through May 31, 2020.  We will attempt to convert these events to a virtual experience, where feasible or look to reschedule. 

    Take good care, stay safe and be well.   

    Online Series: The SECURE Act and Why It Matters

    April 15, 2020
    12:00 PM - 12:45 PM
     Add to Calendar

    Via Webex - Please contact Cathy Ford ([email protected]) for details


    $20.00 CFA Atlanta Namebadge

    $15.00 Member Ticket | Advanced Registration Required

    $35.00 Guest Ticket | Advanced Registration Required

    Register Now


    The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bi-partisan bill focused on Americans’ retirement security. SECURE was attached to a spending bill signed into law in December 2019.  SECURE is the most significant retirement-related bill in 13 years.  It’s likely to have a significant impact, just as PPA did in 2006 when it kicked off the explosive growth of target date funds and widespread adoption of auto-enrollment and auto-escalation.

    Nate Miles, Head of Retirement, Wells Fargo Asset Management

    Nate is head of Defined Contributions Business for Wells Fargo Asset Management. He joins the firm from WisdomTree Asset Management, where he served as U.S. head of retirement solutions. In this capacity, he oversaw the creation and execution of marketing strategies and distribution for retirement business across all platforms. Prior to joining WisdomTree, Nate worked as a managing director at State Street Global Advisors (SSGA) and head of U.S. investment strategy with the Defined Contribution (DC) team, where he began his investment industry career in 2005. In this role, he led a team of DC investment strategist who specialized in expanding SSGA’s sales efforts across DC clients and prospects. The team also served as internal and external experts on DC strategies, plan design architecture, and key regulatory and legislative topics affecting the retirement industry. Nate is a graduate of Wilfrid Laurier University and holds an honors bachelor of arts degree in economics and financial management. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society of Boston.

    Future Events

    Online Series: Cyber Security Forum 2020

    April 02, 2020
    2:00 PM - 3:15 PM


    Co-promoted in partnership with CFA Society NY, a virtual event

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    Online Series: The SECURE Act and Why It Matters

    April 15, 2020
    12:00 PM - 12:45 PM

    Via Webex - Please contact Cathy Ford ([email protected]) for details

    1hr Pd Credit

    Read More

    Online Series: Introduction to Python for Business and Finance | A Cognitir Workshop

    April 17, 2020
    9:00 AM - 5:00 PM


    Join us for this unique learning opportunity

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    Annual Meeting, A Fireside Chat with Rupal J. Bhansali

    June 10, 2020
    5:30 PM - 8:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    1hr PD Credit

    Read More