"A perfect storm": Why professional advisor engagement is so crucial right now

Tax laws are always changing. Seasoned estate planning attorneys, CPAs, and financial advisors are retiring. The next generation is ushering in an era of AI, which is happening as the Great Wealth Transfer is underway. All of this spells opportunity for community foundations to engage professional advisors.

On today’s episode of the Give Better Get Better podcast, host Josh Dukelow at the Community Foundation of Greater Atlanta interviews Kelli Cavey, partner at Embolden (and also a former estate planning attorney and former head of donor services at the Omaha Community Foundation).

You will not want to miss this episode, especially because Kelli and Josh are co-facilitating Embolden’s upcoming Professional Advisor Intensive Cohort Program.