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October 9-10, 2024 | Encore Las Vegas, NV

Future-proof your firm
with AI tools

Register now

Dear Colleague,

At Financial Planning's ADVISE AI conference, gain insights on AI tools that are transforming the way wealth management firms do business. Hear how leading firms are adapting to better serve their clients, and uncover new opportunities to grow your relationships in wealth management. 

Register today and save $300

AI Tools That Work: From the horses’ mouths: Peer advice for getting the most out of wealth management AI tools

What you'll learn:

  • Hear directly from advisors on how they’ve integrated AI into their practices
  • The specific challenges AI tools have addressed in wealth management
  • Challenges advisors faced during AI adoption and how they managed them

Meet the Experts: 

Shane Cummings
Director of Technology/CyberSecurity,Wealth Advisor
Halbert


 Rianka R. Dorsainvil

Founder and Senior Wealth Advisor
YGC Wealth


Erik Allison
Associate Vice President, Wealth Advisor
Farther


Register today

Contact us

#AdviseAI

Questions & Registration

Albert Britton

212.803.8387

albert.britton@arizent.com

Sponsorship Opportunities

Brad Bava
212.803.8829

brad.bava@arizent.com

Press Inquiries & Partnerships

Jasmine Osborne

jasmine.osborne@arizent.com

Speaking Opportunities

Alyssa Mills

alyssa.mills@arizent.com

Financial Planning

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