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
Seeking Practical, Ethical, and Scalable Uses of AI for Advisors Presented by Craig KirkpatrickCo-Founder, Optimal
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.
