For the 16th year in a row, join the Atlanta Jewish Foundation and its partners, the Community Foundation of Greater Atlanta and United Way, for the Balser Symposium, one of Atlanta’s premier financial planning seminars.

This year’s event will focus on the growing field of Impact Investing - a general investment strategy that seeks to generate financial returns while also creating a positive social or environmental impact. Impact investing is a strategy that seeks to generate social and environmental benefits while also delivering a good financial return. Analysts estimate the current value of the impact investing market at nearly $9 trillion in the U.S. alone.

Speakers include:

• Paul Ollinger, a nationally touring comedian and former digital media executive who will share some of the insights about work, success, and meaning that he has gained from over 130 interviews on his podcast, Crazy Money.
• Kim Wright-Violich, a leading  pioneer in impact investment consulting, and one of the founders of  Tideline.
• Stacey Delich-Gould, a senior trust and estate specialist for Capital Group Private Client Services who will be presenting on tax law updates and their implications. 

This year, the Balser Symposium will be conducted as a two-part event, with an entertaining and educational virtual event on January 28, 2022, and a lively outdoor networking evening on April 28, 2022. Both events will be included in the ticket price.  For more information about the event and to register, please visit https://bit.ly/balser22 

The Balser Symposium was started to honor Jack Balser, who, for 13 years, served as Endowment Director of Jewish Federation of Greater Atlanta. Through Jack’s efforts, the number of planned gifts in the community grew dramatically and more donors and professional advisors were educated about the importance of planned giving in philanthropy. Jack’s efforts decades ago popularizing this type of strategic giving continue to bear fruit today. To honor Jack’s contributions, a group of generous donors including Betty Ann Jacobson of blessed memory, Steve and Candy Berman, Richard Babush, Carole Babush of blessed memory, and Lois and Larry Frank established an endowed fund to continue his legacy of teaching professional advisors about planned giving.