This 1-hour webinar (CE credit eligible) will explore the trends, strategies and planning conversations shaping the next era of advice, from complex wealth and tax strategy to retirement, protection and values-based planning.
SESSION 1
2:00-2:30 PM ET – The AI-Empowered Advisor: Identify and Act On Growth Opportunities Found in Every Client Conversation
A look at how AI can help advisors spot untapped opportunities, strengthen client relationships and move more quickly from insight to action.
SESSION 2
2:30-3:00 PM ET – Risk, Protection, and the Modern Planning Conversation
See how protection planning is evolving into a more holistic conversation around resilience, preparedness and long-term financial security.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. Get more information on CE Credits here.