The intersection of AI and financial planning

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Martin Zych, founder and chief customer experience officer of ‪@GoJirav‬ and Kimberly Blascoe, sr. director, CAS professional services of CPA.com discuss the intersection of AI in the financial planning analysis (FP A) space and the accountant's role in translating AI-generated insights into strategic recommendations for their clients. • 🔗 Learn more about Jrav. https://www.cpa.com/financial-plannin...

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