Date & Time
Monday, June 9, 2025, 4:00 PM - 5:30 PM
Name
AI Pre-Conference Workshop
Description

Join us for 90-action packed minutes where you'll: 

  • Hear from successful advisors using AI for growth, productivity, and efficiency.
  • See real-world examples of AI in action, from content creation to lead conversion.
  • Explore cutting-edge AI tools designed to save time and drive business results.
  • Gain insights into using AI compliantly in an era of increasing regulatory scrutiny.
  • Test-drive the tech yourself with guided hands-on activities.

Whether new to AI or looking to refine your strategy, this session will leave you with actionable insights and tools you can use immediately.

Requires pre-registration. Click here to view more information on the Workshop. 

Location Name
Wedgewood
Speakers
Parker Ence, Jump
Liz Fritz, F2 Strategy
Jamie Kaestner, Ironhorse Investments & Estate Planning
Ben Olsen, Beemo Automation
Kanishk Parashar, Powder
Steve Zuschin
Ben Littman, Pure Financial Advisors, LLC
Parker Ence Liz Fritz Jamie Kaestner Ben Olsen Kanishk Parashar Steve Zuschin Ben Littman