AI and Advisors: Session #1 What Is AI?

AI has become a buzz phrase of both innovation and trepidation. We will break down what it is (and what it isn't) and start digging into how you might already be interacting with it in your firm, as well as talk about how it could save you time and resources.

Session #1 will be avalible soon on-demand in the NAPFA Learning Center.

AI and Advisors: Session #2 How To Employ AI in 2024

Wednesday, March 27, 2024

3:00 PM ET

AI probably has more opportunities available to you than you realize. We will look at ways you can be using tools like ChatGPT to improve efficiencies, as well as other integrations available on other platforms. We will also talk about prompts and templates you can use.


AI and Advisors: Session #3 What are the Legal, Compliance, and Cybersecurity Implications in 2024?

Wednesday. April 24, 2024

3:00 PM ET

Now that you've had a chance in dive in and what this technology is capable of, let's start putting some guardrails around it. Where does it make sense to use it? And where might we need to limit or prohibit it in our firms?


Earn 3.5 NAPFA CE hours for completing a full Playbook series of three webinars.

Members: $49 for the three-session series, or $39 per individual session. Non-members: $99 for the three-session series, or $59 per individual session.