Harnessing the Power of AI in Financial Planning
Boost Your Client's Financial Planning, Practice Management outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, July, 11 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Eric Ludwig, PhD, CFP®
Financial Planner | Program Director for the Retirement Income Certified Professional (RICP®) Program The American College

Chett Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF®
Assistant Professor, Financial Planning and CFP®/ChFC Program Director The American College
What You'll Learn
AI is going to change the world, at least that’s what’s being reported. But how will it change the financial planning process? How you serve and support clients.
Join financial planners Eric Ludwig and Chet Bennetts when they share how they use AI tools to generate…