"Artificial Intelligence and It's Impact on Today's Estate Planner"

Description: Artificial intelligence is rapidly being incorporated into estate planning practices. AI products can increase the speed by which you prepare, review, and summarize estate planning related documents, tax returns, and client communications. Likewise, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates, the potential use of AI in your practice, warnings about the use of AI, and how to address the ethical issues that arise when using AI.

• Prerequisites:  None
• Experience Level: Overview
• Advanced Preparation: None
• Teaching Method: Lecture

CE Submission:

• CLE - 1 Hour Approved
• CFP - 1 Hour Pending
• CPE - 1 Hour Approved
• CTFA - 1.25 Hours Approved

Event Information:  Registration will open at 11:30am - Program will begin at 12:00pm.