Date & Time
Monday, June 9, 2025, 4:00 PM - 5:30 PM
Name
AI Pre-Conference Workshop
Description
Required Pre-Registration. The AI Pre-Conference Workshop is sold out!
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.
Location Name
Wedgewood
Speakers
Leanne Ball, Carson Group
Parker Ence, Jump
Liz Fritz, F2 Strategy
Patrick Hannon, Fidelity Labs
Jamie Kaestner, Ironhorse Investments & Estate Planning
Jacob Lazarus, Snappy Kraken
Ben Olsen, Beemo Automation
Kanishk Parashar, Powder
Abby Salameh, RFG Advisory
Steve Zuschin, Independent
Parker Ence, Jump
Liz Fritz, F2 Strategy
Patrick Hannon, Fidelity Labs
Jamie Kaestner, Ironhorse Investments & Estate Planning
Jacob Lazarus, Snappy Kraken
Ben Olsen, Beemo Automation
Kanishk Parashar, Powder
Abby Salameh, RFG Advisory
Steve Zuschin, Independent









