Unlock the Power of AI in Financial Planning with Craig Kirkpatrick

Have you ever wondered how artificial intelligence (AI) could revolutionize the financial planning industry? In an era where efficiency and client connection are paramount, understanding and utilizing AI can be a game-changer for financial professionals. Join us for an exclusive event that dives deep into the integration of AI within financial planning, presented by a seasoned expert in the field.

Event Overview

Join us for a compelling session:

• Title: The Future of Financial Planning in a World of AI: How to Save Time, Enhance Connection and Drive Growth
• Date and Time: Wednesday, March 12, 2025, from 11:30 AM to 1:15 PM
• Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563
• Format: Insightful presentation by Craig Kirkpatrick, co-founder of Optimal AdvisorAI

What Attendees Will Learn

Attendees will gain insights into:

1. Real-world AI use cases that demonstrate how to save between 1 to 5 hours per week while remaining compliant.
2. The evolving landscape of financial planning in the AI era, focusing on new skills advisors need and how client expectations are changing.
3. Practical strategies for integrating AI tools to enhance client relationships and drive business growth.

About the Presenter

Craig Kirkpatrick brings over three decades of experience in financial services to this event. As a co-founder of Optimal AdvisorAI, he has been at the forefront of educating financial professionals on leveraging AI to enhance efficiency and client engagement. Craig also holds prestigious roles, such as serving on the advisory board for UC Berkeley Extension’s Personal Financial Planning program, and has a rich background in finance and technology.

Why Attend?

This session is crucial for financial advisors at any stage of their AI integration journey. Whether you are an AI novice or looking to refine your existing practices, the insights from this event will equip you with the knowledge and tools to stay ahead in a rapidly evolving industry. Benefits include hands-on learning, networking opportunities, and potential CE credits for attendees.

Registration Information

Click here to register for this transformative event. Hurry, as spaces are limited!

Act Now: Secure Your Spot

Time is of the essence. Don’t let this opportunity to lead the change in the financial planning industry pass you by. Register today and be part of the future!

Don’t Miss This Essential AI Mastery Session

Join us to discover how AI can elevate your financial planning practice and help you achieve new levels of success and client satisfaction. We look forward to welcoming you to an enlightening discussion that promises to enhance your professional capabilities.

Click Here to Register