STUDY GROUP- Webinar: "The Practical Use of AI in Estate & Financial Planning"
Date: Tuesday, January 23, 2024
Time: 5:30pm - 6:30pm
Location: ZOOM
Speaker: Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS
Details: Discover how AI can revolutionize estate planning for lawyers, optimizing efficiency, cutting costs, and enhancing representation quality. Uncover both the vast opportunities and ethical considerations, providing a clear roadmap for planners to responsibly and effectively integrate AI into their practices.
If you wish to attend, please RSVP online at www.epclongisland.org
or to our Committee Chairperson:
Related Document(s):
