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SUMMARY:May 2024 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER TODAY!\n  \n\n\n\n\n\n\n\n\n\nOUR FEATURED ANNUAL PARTNER\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin us on May 9th for a transformative Chapter Meeting exploring AI’s role in financial services. Discover its benefits\, practical applications in daily advisory work\, and strategies to enhance client relations and operational efficiency. Learn how AI reshapes traditional models\, streamlines processes\, and provides actionable insights. Don’t miss this chance to unlock AI’s potential in revolutionizing your financial advisory practice. Register now for invaluable insights and strategies!\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nOverview of Presentation: AI Intro & Practical Use Cases for Financial Professionals\nIntroduction (5 mins) \n\nBrief overview of the evolution of technology in financial planning.\nIntroduction to AI and its relevance in today’s financial advisory landscape.\n\nThe Role of AI in Financial Planning (5 mins) \n\nOverview of AI’s capabilities and potential in financial advising.\nDiscussion on how AI can save time\, increase knowledge\, and enhance client connections.\n\nCase Studies: AI in Action (20 minutes) \n\nReal-world practical examples using AI for financial advisors\nDemonstrating time savings and efficiency gains through AI applications.\n\nImplementing AI in Your Practice (10 minutes) \n\nSteps to adopt AI technologies in financial planning practices.\nConsiderations for ensuring compliance and aligning with regulatory requirements.\nUse case discussion and Q&A (10 minutes)\n\nTotal – 50 mins\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSpeaker Biography\nDavid Itzkovits\, CFA \nDavid has 20 years of experience in Financial Services and has worked in various senior roles at top tier financial institutions. He was a founding member of a startup which was eventually acquired by a $50 Billion global investment firm. \nDavid is an acknowledged thought-leader in the use of Artificial Intelligence in the investments industry and is an international key-note speaker on the subject. He has been instrumental in driving the use AI in investment management and launched multiple funds including the first UCITS Balanced Fund in 2017 utilizing AI exclusively in the decision-making process. \nDavid is a CFA Charter holder\, and has an MBA from Ivey Business School at Western University.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU pending for this session \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/may-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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