Forum 400: Let’s Chat, How Members Are Using AI In Their Practice
This will be an open discussion along with live sharing of ChatGPT and how members are using it to save time and make them look better. For example, how AI ... Read more
Events Calendar
3 events found.
Events for August 19, 2026
Experts in the Field: Social Security Considerations for High-Income and High-Net-Worth Clients
This session is brought to you in Partnership with our friends at WIFS Join us for an advanced Social Security planning session designed specifically for high income and high net ... Read more
Conversations That Close – LIVE with Lorrie Baldevia
In this Conversations That Close session, Lorrie Baldevia shares how she builds a niche practice around business owners by turning ordinary conversations into unexpected opportunities. Lorrie will walk through the ... Read more
