Artificial intelligence is rapidly changing the way financial planners operate, from streamlining administrative tasks

to improving workflows and enhancing the client experience. But with these opportunities come important questions

around data privacy, compliance, client trust, and responsible implementation.

Join us for an engaging panel discussion featuring industry professionals who will share their perspectives

on navigating AI in the financial planning profession. We'll explore practical applications, how to evaluate and

implement AI tools, ways to protect sensitive client information, and how to communicate AI usage with clients.