(WEBINAR) 📉 From Client Meeting to Confident Recommendations: A Live Financial Planning Case Study (October 7, 2026)
During this webinar, we will review several projections to show you how:
- Build a financial plan more efficiently
- Reduce manual data entry using AI-assisted workflows
- Compare multiple planning strategies with confidence
- Stress test retirement plans against market uncertainty
- Present recommendations in a way clients understand
- Deliver more value in every planning conversation
4:00 AI Import Assistant
7:35 Scenario Setup
12:10 Planning Pages
18:10 Lifestyle & Financial Recommendations
23:45 Comparing Scenarios
28:40 Monte Carlo & Randomized Scenarios
37:05 Client Report
39:40 Q&A