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Al & ChatGPT: Real Life Uses for Financial Advisors

Round Hill Country Club 3169 Roundhill Rd, Alamo, CA, United States

Would you consider using artificial intelligence in your office if you could save five hours per week? Do you think that AI is just hype and being used for trivial tasks today? If so, then you should attend our March chapter meeting when we welcome Craig Kirkpatrick to talk about Real Life Use Cases of AI for Financial Advisors.

Berkeley Extension Personal Financial Planning Career Night

UC Berkeley Extension San Francisco Campus 160 Spear Street, enter via the Main St side 6th Floor, Room 609, San Francisco, CA, United States

Don’t miss an outstanding evening devoted to networking and career planning. Join our Personal Financial Planning (PFP) Program Industry Advisory board members at this event for our PFP students, alumni and members of the Bay Area professional financial planning community.

Panelists will discuss their career paths, industry trends and their choices to build successful careers.

FPA CA Sacramento Advocacy Day

State Capitol - Annex Swing Space 1021 O Street, Sacramento, CA, United States

This is our 12th annual visit to “the Hill”. We urge you to join your fellow FPA members from around the state to meet with your elected representatives.