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!
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 →
David is based in New York State’s Hudson Valley at Huguenot Financial Planning. He holds a Bachelor’s Degree in Political Science and Philosophy from Emory University and a Master’s degree in the Science of Management from Georgia Tech. In addition to Financial Planning and... Read More →
Tracy St John is the owner of Financial Avenues, located in Kansas City, MO with a 2nd office in Kansas, still within the Kansas City area. The firm practices on an hourly only basis and does offer investment management only if the client requests. Investment management is charged... Read More →
Financial planning for solopreneurs and the less traditionally employed. Tax prep and representation. Volunteer tax prep.Previous career in: data science, AI, automation, software engineering, freelancing
David McPherson founded Four Ponds Financial Planning in 2007 to provide sound, objective financial advice to clients looking for help with their investments, retirement planning and other money-related needs.As a financial planner, he strives to treat all clients with respect and... Read More →
I was a fee-only financial planner for than 20 years. I transitioned from corporate finance first to fee-only wealth management firms working with high net worth individuals including corporate executives, physicians, business owners and others providing comprehensive fee-only... Read More →
