Event Recap
Event Recap: How AI is Transforming Financial Planning – Insights from Craig Kirkpatrick
On March 12, 2025, financial professionals gathered at the picturesque Orinda Country Club for an
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March 14, 2025
On March 12, 2025, financial professionals gathered at the picturesque Orinda Country Club for an
Have you ever wondered how artificial intelligence (AI) could revolutionize the financial planning industry? In
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
