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
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






