Educating Financial Advisors And Their Clients on...
What's Next?

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Act Three is dedicated to educating financial advisors and their clients on "What's Next?" in a world increasingly influenced by Artificial Intelligence and Blockchain technology. Our goal is to bridge the knowledge gap between the financial advisor community and these transformative technologies.


Strategies for Financial Advisory firms to implement Artificial Intelligence effectively in their services.


Individualized courses on the practical application of using AI technology to save time. Each session will be open to a limited number of financial advisor offices.


Informative presentations on the use cases for AI in financial planning practices.