AI in Practice: Getting Started With Low-Risk, High-Value Use Cases

Curious about utilizing artificial intelligence (AI) in your practice but unsure where to start? Learn how to integrate AI into your financial planning workflow in “AI in Practice: Getting Started With Low-Risk, High-Value Use Cases” on July 30 from 2-3 p.m. ET. Explore real- world examples illustrating how AI adds value and enhances efficiency while elevating the impact of human expertise and the relationships between practitioners and clients.

During this free webinar, you’ll learn how to:

• Analyze case studies of low risk, high value AI use cases relevant to financial planning practice
• Explain how AI tools can improve efficiency in tasks such as meeting preparation and document generation
• Evaluate benefits and limitations of AI-enabled administrative support
• Distinguish AI appropriate tasks from those requiring human judgment and client-centered skills

Moderator

• Terri Kallsen, CFP®, 2026 Chair, CFP Board of Standards

Panelists

• Megan St. John, CFP®, CFA, Managing Director, EJ Labs, Edward Jones
• David Itzkovits, CFA, Co-Founder, Optimal AdvisorAI
• Brenton D. Harrison, CFP®, Financial Advisor, New Money New Problems