Published on January 6th, 2016 |0
BBA speaker Jan. 7 to pitch long-term charitable giving plans
Jordan will speak at the BBA’s Jan. 7 breakfast meeting at 7:30 a.m. at The City Club of Buckhead, suite 1850 in the office building at 3343 Peachtree Road.
Jordan is a shareholder and wealth advisor at Brightworth, providing investment and wealth planning advice to high net worth individuals and families. He focuses on integrating wealth planning, tax and estate planning, investment management and philanthropic counsel into a customized strategy to help clients accomplish their life and financial goals.
Jordan began his wealth management career in 2000 and acquired expertise in advanced charitable planning as a manager at The National Christian Foundation. Charlie joined Brightworth in 2008 as a financial planner and was promoted to wealth advisor in 2011.
He is a certified financial planner practitioner and received his Master of Accountancy with a concentration in taxation from Kennesaw State University. Charlie is a graduate of the University of Florida with an undergraduate degree in finance.
Jordan currently serves on the boards of the Georgia Planned Giving Council and the Fellowship of Christian Athletes East Cobb and is an inaugural member of the Childrens Healthcare of Atlanta Legacy Advisors Leadership Council.
Jordan and his wife, Krysta, have three daughters and reside in Woodstock, Ga. They are active members of Johnson Ferry Baptist Church. He enjoys golf, running and Florida Gator sports.
Upcoming BBA breakfast meetings in January will feature Professor Sandy Jap on Thursday, Jan. 14. The author and professor of marketing at Emory University’s Goizueta Business School, will highlight “Partnering with the Frenemy/Managing Business Relationships.”
On Thursday, Jan. 28, Laura Turner Seydel, chairperson of the Captain Planet Foundation, will address the civic organization.
The business organization holds breakfast meetings at 7:30 a.m. most Thursday mornings at the City Club of Buckhead. Meetings feature a business, political or civic leader as a speaker, and topics usually include leading issues within the Buckhead community and Atlanta as a whole.
Tickets for members are $10 in advance and $12 at the door; non-member tickets are $20. Cost includes continental breakfast and validated self-parking. For more information, visit buckheadbusiness.org.