Event Recap
Event Recap: What’s Possible with AI for Financial Advisors
Exploring Practical Uses of AI for Advisory Firms On Wednesday, March 11, 2026, financial planning
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March 13, 2026
Exploring Practical Uses of AI for Advisory Firms On Wednesday, March 11, 2026, financial planning
Presented by Stephen de Man, Vice President, Global Client Group, Dimensional Fund Advisors đź“… Date:
On August 13, 2025, members and guests of FPA of the East Bay convened at
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
