3.12.2025 - The Future of Financial Planning in a World of AI
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  • The Future of Financial Planning in a World of AI

    Join us for "The Future of Financial Planning in a World of AI," an enlightening session with Craig Kirkpatrick, co-founder of Optimal AdvisorAI. This event will explore practical ways AI can save you time, enhance client connections, and drive growth in your financial planning practice.

    Date & Time: March 12, 2025, 11:30 AM - 1:15 PM
    Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563
    Details: Gain valuable insights into AI applications and strategies that are transforming the financial industry.

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      • The Future of Financial Planning in a World of AI

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