Our Young Advisors Team (YAT) has a great Round Table program planned for Friday, October 18.  (NOTE: This event was originally scheduled for Sept. 20 but has been postponed to October.)

In today’s rapidly evolving business landscape, the integration of Artificial Intelligence (AI) is no longer a luxury—it’s a necessity for staying competitive. This discussion will explore the transformative power of AI, showing you how to harness cutting-edge technology to streamline operations, make data-driven decisions, and unlock new growth opportunities. We will cover some key AI tools and techniques that every business leader should understand, whether you’re just starting to explore AI or are ready to scale your efforts. 

Many companies are using AI to improve efficiency, boost profitability, and gain a competitive edge. You can too!  Join us to learn how you can stay ahead in today’s digital age. The discussion will be led by Patrick Zimmer, CFP with Heritage Financial Services.

Please be sure to RSVP as space will be limited.  Look forward to seeing you there!

RSVP: Please register online or RSVP to Melissa McMurray [email protected]