TREPC Oct Meeting: "AI for the Planning Team"
Date: Wednesday, October 28, 2026
Time: 11:30 AM - 01:00 PM
Location: FSU Alumni Center, Rendina Room, 1030 W. Tennessee Street
Speaker: J.R. Saginario, CFP®, AEP®, Mariner Wealth
J.R. Saginario will present timely information about how estate planning practitioners can approach the changing world of artificial intelligence. We will discuss practical systems and guardrails that should be in place when we use AI in working with client information. We will come together to share ideas on how to approach conversations with clients (or potential clients) who think AI can just do it for them.
