We’re giving you a sneak peek at the unparalleled expertise you’ll find at Financial Planning’s ADVISE AI conference by highlighting an invaluable session featuring three experts: Joel Bruckenstein, CFP®, President at Technology Tools for Today (T3), Dani Fava, Chief Strategy Officer at the Carson Group, and Brian McLaughlin, President of Orion Advisor Tech.
Meet our experts Joel, Dani and Brian as they discuss how AI is reshaping the industry, changing the ways advisors navigate planning complexities and deliver value to clients. Your roadmap for leveraging AI in wealth management starts here.
For a limited time, secure our best rate and save up to $500 with early bird rates before they expire this Friday!
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Joel is a globally recognized authority in the field of applied technology for financial professionals, possessing over two decades of experience advising financial firms on enhancing their technology infrastructure, streamlining processes, and optimizing workflows. |
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| Joel P Bruckenstein President Technology Tools for Today (T3)
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Dani draws more than 15 years of wealth management and technology experience and was named FinTech Magazine’s Top 100 Women in Finance in 2021. |
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| Dani Fava Chief Strategy Officer
The Carson Group
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Brian has worked closely with advisors, broker-dealers, and industry partners for nearly two decades and discusses technology, innovation and product development as a frequent speaker, panelist and contributor for industry events and publications. |
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| Brian McLaughlin
President
Orion |
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