Estate Planning 101

Upcoming Webinar

June 30 at 11:00 AM PT | 2:00 PM ET

Every vendor says they’re AI-powered, but not all of them are.

This webinar cuts through the noise. We’ll show you exactly where AI is making a real difference in how advisors work today — and where the promises still outpace the product. More importantly, you’ll walk away with a practical framework for evaluating AI tools on your own terms, no engineering degree required.

What you’ll learn:

• Where AI is already delivering measurable value in advisor workflows
• How to spot the difference between genuine innovation and polished marketing
• A straightforward approach to evaluating any AI tool before you commit

AI isn’t going away. Knowing how to separate signal from noise is your competitive edge.

This webinar has been approved for 0.5 CFP® CE credits.

Reserve your spot today.

Lisa Weigel

Sr Counsel, Strategic Growth