The Planned Giving Advisory Council invites Central Florida Professional Advisors to join us for a complimentary advisor luncheon on harnessing AI’s capabilities in financial and estate planning. We are offering a virtual option for those who are unable to attend in person.
Unlock the transformative power of ChatGPT with industry veteran Eric Ludwig, PhD, CFP®. Discover actionable insights for harnessing AI’s capabilities in financial planning through interactive discussions and real-world applications. Witness how ChatGPT can revolutionize client interactions, decision-making processes, and service delivery. Leave empowered to integrate AI seamlessly into your practice, driving innovation and enhancing client relationships.
Eric T. Ludwig, PhD, CFP®, serves as the assistant professor of Retirement Income and Executive director of the Center for Retirement Income at The American College of Financial Services. With over a decade as CEO of Stockbridge Private Wealth Management, and prior stints at renowned financial institutions, he aims to blend academia with practical insights. Recognized for his contributions to behavioral finance and retirement planning, Ludwig has shared his research at major forums, has taught at UCLA and Kansas State, and sits on the editorial board of the Journal of Financial Planning. Holding a PhD from Kansas State , his multifaceted expertise is unique in the industry.
Please RSVP below by May 10th.