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AI and Technology Updates for Financial Planning Practices
Personal Financial Planning
Webcast

AI and Technology Updates for Financial Planning Practices

This webcast explores how AI and tech are reshaping financial planning, with insights on tech stacks, evaluation, and client communication.

$0 - $118
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Nov 20, 2025

NASBA Field of Study

Specialized Knowledge

Level

Basic

CPE Credits

1.5

Instructor

Mark Astrinos, Sarah Bradley, Nate Byers, Christopher Benson

Availability

3 months

Product Number

WC5100638

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 Business & partner 
Product Details

This session is designed to provide financial planning professionals with the latest insights and practical applications of AI and technology.

Participants will explore how AI tools can be integrated into both client-facing and practice management workflows.

The webcast will cover specific use cases, including:

  • Summarizing estate plans
  • Conducting tax research
  • Brainstorming client strategies

We will also drill a little deeper on the area on client communication and education with Ross Riskin of visiWealth and Mike Lecours of fpPathfinder.  Ross and Mike will discuss why this topic is so important both to the firm and the client relationship. 

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here

Key Topics

  • Integration of AI tools
  • Insights into AI features
  • Client communication and education

Learning Outcomes

  • Identify examples of real-world successful tech integration.
  • Distinguish the role of technology in enhancing client relationships and improving service delivery.
  • Recall applications of AI.

Who Will Benefit

  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
Credit Info
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Basic
Prerequisites
none
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1.5 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$118.00
AICPA Members
$99.00
CIMA Members
$99.00
PFP Section Members
$0.00
Tax Section Members
$79.00
PFS Credential Holders
$79.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Mark Astrinos
CPA/PFS, CFP, RLP
Principal and Founder of Libra Wealth, an independent, fee-only financial advisory firm in the Silicon Valley, CA, serving as a personal CFO to clients across the country. Mark began his career at Deloitte before transitioning to some of the most prominent CPA and Wealth Management firms in the Silicon Valley. He leverages his business and tax background to assist a wide array of clients which range from entrepreneurs and young professionals to Fortune 500 executives and retirees. Also a Registered Life Planner, Mark works with clients to design the life they want and create wealth while keeping all other aspects of life in healthy balance. Mark has served on the AICPA's Personal Financial Specialist (PFS) Credential Committee. He currently serves on the Engage Conference Planning Committee and is a member of Cal CPA's Personal Financial Planning Committee.
Sarah Bradley
CPA/PFS
Sarah Bradley has over 20 years of experience helping clients navigate their financial journeys. With multiple degrees in accounting from North Carolina State University and a foundation built at a Big 4 accounting firm and at Edwards Bradley PC, she offers extensive expertise in personal finance, wealth sustainability, and tax strategy. Sarah is passionate about simplifying financial complexities, ensuring that clients feel empowered and supported throughout their financial journeys. She embraces the shared vision of her late business partner, Dirk Edwards, and embodies the Edwards Bradley core values in her continued work to have a meaningful impact on others. Her commitment to excellence has been recognized by the CPA Practice Advisor, which named her among the Top 40 Under 40 CPAs for three consecutive years, acknowledging her leadership, innovation, and collaborative spirit in advancing the accounting profession. She holds a Certified Public Accountant (CPA) license in North Carolina and the Personal Financial Specialist (PFS) designation, along with both MS and BS degrees in Accounting, graduating Summa Cum Laude from NC State University.
Nate Byers
Nate spent the first ten years of his career in public accounting, where he developed his deep background in tax. While working at his last CPA firm, he started a financial planning practice before transitioning to a Private Bank, where he developed more advanced wealth planning skills. He leveraged this experience to start Calculated Wealth in 2022, where he partners with families transitioning to or living in retirement. Nate graduated from the University of Wisconsin–Whitewater with a B.A. Accounting and MBA, Finance, holds his Certified Public Accountant (CPA) license and Personal Financial Specialist (PFS) credential.
Christopher Benson
CPA/PFS
Chris leads the L.K. Benson & Company financial planning practice and focuses on providing financial advice that covers the full spectrum of your personal finances. With an extensive tax background, he also stays involved in our tax practice, reviewing returns and providing ongoing tax planning. Chris graduated in 2004 from Bucknell University with a Bachelor's degree in Accounting. He then spent 5 years in the tax department at Grant Thornton while working on his Master's in Taxation from the University of Baltimore. After passing the CPA exam and the PFS exam, he joined the firm in 2009. He is an active member of the AICPA Personal Financial Planning (PFP) section, where he formed a networking group of young advisers from across the country. He is also a member and past chair of the personal financial planning committee of the Maryland Association of CPAs (MACPA). Since 2010, he has been actively involved with the Pancreatic Cancer Action Network, helping run various aspects of their annual PurpleStride event in Baltimore.
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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