What’s Possible with AI: Enhancing Investment Management and Client Engagement
Seeking Practical, Ethical, and Scalable Uses of AI for Advisors Presented by Craig KirkpatrickCo-Founder, Optimal
MagMedEd
February 1, 2026
Seeking Practical, Ethical, and Scalable Uses of AI for Advisors Presented by Craig KirkpatrickCo-Founder, Optimal
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
