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Thursday July 31, 2025 4:15pm - 5:45pm MDT
Participants in this panel will share their experiences (the good, the bad and the ugly!) using artificial intelligence (AI) tools. Panelists will share a wide variety of examples,  including how they've used AI for everything from boosting their marketing efforts, generating compelling content and eye-catching graphics, to building that dry and dreaded compliance manual.  We'll hear too how panelists have used AI to sift through large documents and videos, either to find just the right data point, or to generate time-saving summaries. We'll see examples of how AI tools have been used to build Excel models for help in analyzing client scenarios.  And we'll see how AI tools can also be used to help generate illustrations for clearer, more compelling client presentations.  Regardless of whether you're feeling excited or wary about what's to come with artificial intelligence, please join us for this thought-provoking panel!
Facilitator
avatar for Lisa Weil

Lisa Weil

Principal, CFP(R), MBA, Clarity Northwest Wealth Management, LLC
Lisa Weil is a CFP® Professional and Principal of Clarity Northwest in Seattle, WA. She founded her hourly financial planning practice in 2013 and joined the Garrett Planning Network in 2014.  Lisa is a career changer with over 14 years’ experience in market strategy and business... Read More →
Speakers
ME

Maria Erickson

Principal, Ffbp
avatar for Susan Schreiner

Susan Schreiner

Owner, Schreiner Financial Solutions
Pets and financial planning!
avatar for Danqin Fang

Danqin Fang

Founder and Financial Planner, Wealth Beyond Math
AF

Al Faber

Financial Advisor, Woodson Wealth Management
Thursday July 31, 2025 4:15pm - 5:45pm MDT

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