Financial Planning Advise AI 2025

Event Details:

• Date: 09 - 10 Oct 2025
• Time: 09:00 AM-06:00 PM (expected)
• Location: USA , Las Vegas
• Type: Conference

The Financial Planning conference focuses on AI tools for advisors, featuring over 25 speakers including industry leaders. Attendees will gain insights on implementing AI in their businesses and have opportunities to network. The event includes the 2024 Innovation Awards recognizing AI innovations, with live announcements of award winners. Participants can explore cutting-edge AI technology and enjoy Las Vegas attractions during the event.

Highlights

• Features over 25 speakers including industry leaders in AI and wealth management.
• Includes the 2024 Innovation Awards recognizing AI innovations in wealth management.
• Live announcements of award winners during the event.
• Opportunities to learn about and implement AI tools in advisory practices.
• Access to cutting-edge AI technology from major tech providers like Microsoft, Orion, and CogniCor.
• Practical sessions on streamlining workflows, client onboarding, and marketing using AI.
• Networking opportunities with peers and AI tech providers.
• Keynote address by Michael Kitces on the role of AI in the future of wealth management.
• Held at The Encore at Wynn Las Vegas, with access to Vegas attractions.
• Dynamic content formats including fireside chats, interactive discussions, demos, and case studies.

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