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DTSTART:20250206T164500Z
DTEND:20250206T180000Z
LOCATION:600 Vine Street, 3rd Floor, Cincinnati, OH 45202
UID:2730720250206T164500ZArtificial Intelligence: Practical Applications for Service Professionals
DTSTAMP:20260520T200152Z
DESCRIPTION:\nGeoff 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.\n \n \n \nWe hope to see you there!\n \n \n \nBoard of Directors, Cincinnati Estate Planning Council\n     \nAbout the Presentation\n     \nAn 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.\n \n \n \nSpecific areas of the practice that attendees will understand how to leverage Al include meetings, marketing and application processing.\n \n \n \nLearning Objectives\n \nAttendees 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.\n     \nEvent Details     \nDate:\n \nThurs., Feb. 6, 2025\n \n \n \nTime:\n \n11:45 AM - Registration\n \n12:00 PM - Program\n \n1:00 PM - Adjourn\n \n \n \nCost:\n \nMembers - $15.00\n \nNon-Member - $35.00\n     \nLocation:\n \n600 Vine Street\n \n3rd Floor Conference Room\n \nCincinnati, OH 45202\n \n \n \nDeadline to Register:\n \nMONDAY, FEBRUARY 3RD\n \nNote: refunds will not be given for cancellations received after the registration deadline.\n     \nAPPROVED CEU Credits*\n \n \n \nCFP\n CPA\n KY Legal\n OH Insurance\n \n \n   \nPending CEU Credits\n \n \n \nOH Legal\n   \n*Certificate of attendance available upon request if we do not file a credit you need.\n     \n\n \n2024-2025 Season Sponsor\n \nWe are proud to welcome the\n \nGreater Cincinnati Foundation back as our season sponsor!\n     [](https://www.gcfdn.org/)    \n \n  [](https://www.gcfdn.org/)     \n \n \nThank you to our Lunch Event Sponsor!\n    \n        \nAbout the Speaker\n       \nGeoff Moore\n \nChief Information Officer\n \nValmark Financial Group\n \n \n \nGeoff 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. \n \n \n \nAmong 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.\n \n \n \nGeoff 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.\n \n \n \nGeoff 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.\n \n \n \nHis 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.\n
SUMMARY:Artificial Intelligence: Practical Applications for Service Professionals - Cincinnati Estate Planning Council 
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