Artificial Intelligence: Practical Applications for Service Professionals

Date: Thursday, February 6, 2025
Time: 11:45am - 1:00pm
Location: 600 Vine Street, 3rd Floor, Cincinnati, OH 45202
Speaker: Geoff Moore, Chief Information Officer, Valmark Financial Group

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Geoff Moore, Chief Information Officer of Valmark Financial Group will join us from 12:00 to 1 pm on Thursday, February 6th for a lunchtime interactive guide to AI technologies for streamlining daily tasks such as: AI notetaking, estate planning, data extraction and marketing related tools.

 

We hope to see you there!

 

Board of Directors, Cincinnati Estate Planning Council

About the Presentation

An interactive educational session presented by Geoff Moore of Valmark Financial Group. Participants will get an overview of different AI technology that can be used to become more proficient in their work. The final examples include areas specific to financial and estate planning. Technologies covered include Al notetaking, estate planning, data extraction, and marketing related tools.

 

Specific areas of the practice that attendees will understand how to leverage Al include meetings, marketing and application processing.

 

Learning Objectives

Attendees will be able to understand areas where Al can be applied in their practice as well as specific examples and technologies to create efficiency and automation.

Event Details

Date:

Thurs., Feb. 6, 2025

 

Time:

11:45 AM - Registration

12:00 PM - Program

1:00 PM - Adjourn

 

Cost:

Members - $15.00

Non-Member - $35.00

Location:

600 Vine Street

3rd Floor Conference Room

Cincinnati, OH 45202

 

Deadline to Register:

MONDAY, FEBRUARY 3RD

Note: refunds will not be given for cancellations received after the registration deadline.

APPROVED CEU Credits*

 

CFP
CPA
KY Legal
OH Insurance

 

Pending CEU Credits

 

OH Legal

*Certificate of attendance available upon request if we do not file a credit you need.



2024-2025 Season Sponsor

We are proud to welcome the

Greater Cincinnati Foundation back as our season sponsor!

 

Thank you to our Lunch Event Sponsor!

About the Speaker

Geoff Moore

Chief Information Officer

Valmark Financial Group

 

Geoff Moore is the Chief Information Officer of Valmark Financial Group, a 60 year old company providing broker-dealer, investment advisory and insurance brokerage services to more than 100 independent member firms and their financial advisors around the country. 

 

Among the member firms Valmark supports, eight are among the top 100 independent CPA firms in the country, and another twelve are mid-sized regional firms. Four member firms are owned by publicly-held banking groups.

 

Geoff and his team of technology experts focus on delivering secure systems that enable operational excellence for member offices and Valmark business units. His team was recognized as a finalist for the Northeast Ohio Tech Team of the year by the Greater Cleveland Partnership. In 2023, Geoff was invited to be a member of the Surge Ventures Industry Council, and this year he was a Barron’s 100 panelist on artificial intelligence and a member of the Box.com Product Advisory Board for Artificial Intelligence.

 

Geoff is a frequent contributor on fintech, cybersecurity and AI on LinkedIn, and has been a guest on dozens of podcasts focused on those same topics.

 

His presentation “Artificial Intelligence: Practical Applications for Professional Advisors” is intended to give practitioners in the fields of accounting, law, trust administration, financial planning, investment advice and insurance an introduction to the many ways artificial intelligence can help them provide better advice to more clients.

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