WIPN | AI and the Financial Advisory Landscape + Happy Hour

WIPN Lunch & Learn + Happy Hour

Dimensional Fund Advisors Charlotte

1515 South Tryon Street, Charlotte, NC 28203

Join fellow WIPN members at Dimensional Fund Advisors for an afternoon of learning, networking, and connection.

Our featured speaker, David Sullivan, Vice President, will explore the potential benefits and challenges of artificial intelligence in the financial advisory industry, including how generative AI may transform various aspects of an advisory business and key ethical and practical considerations.

We’ll begin with networking and a light lunch and wrap up the afternoon with happy hour.

Location: Dimensional Fund Advisors with free parking available.

Hosted by Dana Tomkalski & Paige Thompson

2:00 PM: Arrival & Networking with a light lunch
3:00 PM: AI and the Financial Advisory Landscape, with speaker David Sullivan, Vice President
4:00–5:00 PM: Happy Hour

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