Dinner, Annual Meeting & Election with Speaker - Harnessing AI and Technology in Estate Planning for Professional Advisors

Date: Wednesday, May 8, 2024
Time: 4:30pm - 7:30pm
Location: Atlantic Grill, 5 Pioneer Road, Rye, NH
Speaker: Paul Caspersen, CFP®,AEP®,MS

The RSVP system for this event is now totally closed. We cannot accommodate any new dinner requests due to the venue's inability to handle any latecomers.   We will see you on September 11 at a location to be announced over the summer months. 

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.  Click here to review the proposed slate of officers and directors

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

            

 

 

 

 

 

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