AI & Cyber: Protecting Clients & Your Firm
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Information Technology
Concurrent Session
9/6/2025
11:00 AM - 12:00 PM
Independence East
The presentation explores the critical intersection of AI and Cybersecurity in financial planning firms. Learn how evolving AI-driven threats impact your practice and gain actionable strategies to protect your clients' data and safeguard your firm from cyberattacks.
3 Learning Objectives:
Understand key risks
Learn about essential defenses
Understand how to maintain trust in this digital age