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Veronica Garofoli to Present at the CMBA CLE "Hot Topics in Estate Planning 2024"

Tuesday, June 11, 2024

CMBA "Hot Topics in Estate Planning" Event. Online Zoom CLE.

Date: Friday, June 14th, 9:00 am to 12:15 pm.

Join Schneider Smeltz Spieth Bell attorney, Veronica Garofoli as she presents Artificial Intelligence Applications in Estate Planning.

How is AI currently used in estate planning/financial modeling? What are key differences in using generative AI and Document Automation Software? What are the ethical considerations in choosing a vendor and providing client data from estate planning questionnaires, flowcharts and copies of current documents, and financial statements to produce summaries of documents and recommendations to clients?

Click to learn more and to register.

Picture of attorney, Veronica Garofoli in front of a blue background with the words: "Hot Topics in Estate Planning 2024"

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