Join fellow young financial advisors for the next YAT Roundtable as we continue exploring Artificial Intelligence in your practice, with a focus on practical ways AI can support leads, client communications, and marketing.

This will be an engaging group discussion building on previous meetings, offering insights you can apply to your practice right away.

Whether you’re looking to expand your AI knowledge, stay ahead of trends, or ensure your approach is ethical and effective, this conversation is for you.

The discussion will be led by Patrick Zimmer, CFP®, with Heritage Financial Services.

Register today. Questions? Contact Executive VP Joe Pittman at [email protected] or (402) 397-0280.

This program is free for all NAIFA members, and guests/colleagues are welcome to attend at no charge.