Artificial Intelligence:
Practical Applications for Professional Advisors

Save the date for an enlightening session with Geoff Moore from Valmark Financial Group, where you'll explore transformative AI technologies tailored for financial and estate planning. Learn how to streamline meetings, enhance marketing strategies, and simplify application processing with AI note-taking and data extraction tools.

Take advantage of this opportunity to gain insights that will elevate your productivity and set you apart in the industry. This session is NC State Bar and CFP Board approved for 1 CE credit.

Presenter

Geoff Moore, Chief Information Officer
Valmark Financial Group
Valmark Financial Group has provided financial services to over 100 independent member firms for 60 years, with Geoff Moore at the forefront of its technology initiatives. He leads a team focused on developing secure systems for operational excellence and has been recognized as a finalist for the Northeast Ohio Tech Team of the Year award. As an expert in fintech, cybersecurity, and AI, Geoff shares insights through presentations and podcasts, including a session on how AI can enhance advisory services.

Registration Fee

• $40/ CEPC Members
• $85/ Non-Members

REGISTER HERE

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