On August 20, Cobb Community Foundation welcomed more than 60 attorneys, accountants and financial advisors to our Professional Advisor Rooftop Sunset Social at Comcast’s rooftop at The Battery. The evening offered plenty of opportunities for conversation and connection, along with …
Charitable planning beats AI? Recommended reading
In this article “Why Charitable Efforts Are the Advisor’s Edge in an AI-Driven World” appearing in Financial Advisor Magazine, the author suggests that charitable planning may become an increasingly significant way for advisors to differentiate themselves as artificial intelligence automates …
Three Scenarios for IPOs and Charitable Clients
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock that’s going public, or if your clients are considering investing …
