BEPC's NAEPC Webinar Viewing Party: The Practical Use of AI in Estate & Financial Planning

Date: Wednesday, January 17, 2024
Time: 3:00pm - 4:00pm
Location: Zoom - please see link in event information
Speaker: Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS

About the Program


About the Speaker


Continuing Education

Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact prior to attending your first program if you have any questions with regard to the availabililty of credit. 

Zoom Link
Meeting ID: 827 1577 5458
Passcode: 837533

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