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?
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