If you said, “Hey Siri!” or “Alexa!” a decade ago, you would have been met with empty stares—and silence.
Today, these simple phrases unlock a world of knowledge and automation. We interact with artificial intelligence tools every day, and the landscape of how businesses analyze data is rapidly changing. This has allowed us to more accurately predict trends and outcomes, make better decisions and work more efficiently and precisely.
Attorneys, CFPs, CPAs and other advisors gathered on Oct. 7 at OMRF and Oct. 8 in Tulsa for OMRF’s 15th Annual Estate Planning Seminar. Attendees heard presentations from an all-star panel on how artificial intelligence is impacting the practice of law, estate planning and client interaction. This distinguished panel included:
Jonathan Blattmachr – Pioneer Wealth Partners, New York City, and Co-Founder/Editor-In-Chief of InterActive Legal
Jeff Glickman – Founder of J4 Capital, Seattle
Michael L. Graham – Graham Law Firm, Dallas, and Co-Founder/Co-Author of InterActive Legal
Thanks to the generous support of our sponsors, attendees are now familiar with the latest technologies available to estate planners today and how to prepare for the future impact in this rapidly changing area.
OMRF was pleased to offer four hours of continuing education credit to seminar attendees.
“OMRF always provides a high quality and very interesting program, and they did again this year,” said seminar attendee Dan Bomhoff. “The information was fascinating, especially how artificial intelligence is changing the world, including estate planning.”
Sponsors: Heritage Trust, AmeriTrust, Trust Company of Oklahoma, Bank of Oklahoma, Crowe & Dunlevy, Hartzog Conger Cason, HoganTaylor, Rogers & Bell, and Simmons Bank.