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In a recent AI at Wharton webinar, experts discussed the latest research on generative AI and how it can best benefit employees.
LinkedIn co-founder Reid Hoffman recently spoke at Wharton about the four ways people relate to AI, and why everyone will need to participate in our AI-powered future.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025