NEW HAMPSHIRE ESTATE PLANNING COUNCIL

Please join us at 4:30 p.m. for cocktails on the patio followed by dinner on May 8 at the Attlantic Grill in Rye, NH. 

We are very pleased to welcome Paul Caspersen, CFP®,AEP®,MS, President of Planned Giving Interactive, LLC (Gainesville, FL) and NAEPC National Board Member who is set to lead a discussion for us, titled "Harnessing AI and Technology in Estate Planning for Professional Advisors."

Building on the foundational insights from the National Association of Estate Planners & Councils' (NAEPC) webinar in January 2024 on "The Practical Use of AI in Estate & Financial Planning," Paul's presentation aims to delve deeper into the integration and practical applications of AI in the estate planning professions. Designed for estate planning professionals, financial advisors, and charitable planning experts, and other advisors,  this session promises a comprehensive exploration of AI's transformative potential, providing actionable strategies to enhance practice efficiency, improve client engagement, and navigate the ethical considerations of technological integration in the field..

As this will be our last meeting of the current dues year, the Council will also hold its Annual Meeting of the Membership during which time an election will be held to confirm officers and directors for the 2024-2025 membership year.  The lslate of officers will be shared shortly. 

Thank you to our event co-sponsors -- Fiduciary Trust Company of New England and the New Hampshire Charitable Foundation.