WEBINAR: PART 2 OF 3 — A NEW WAY TO PLAN
How to use Hazel's new Financial Planning Agent
Tuesday, September 1st
10-10:45AM PT / 1-1:45PM ET
In part two of our webinar series on financial planning, we're unveiling a complete demo of Hazel's Financial Planning Agent for the first time.
You’ll learn how to:
- Build plans automatically with Hazel instead of assembling them yourself
- Run financial planning scenarios and watch Hazel dynamically reshape plans in real time
- Get results you can trust, because every number in the plan maps back to the meeting, email, document, and Intelligent Client Profile behind it
You stay in control of every recommendation. Hazel does the heavy lifting.
Hazel is an artificial intelligence tool offered through Altruist Corp (Altruist). Outputs generated by Hazel are for informational purposes only and should not be relied upon as legal, compliance, financial, tax, or investment advice. Hazel’s capabilities are evolving and may be subject to limitations based on data input, user configuration, and system permissions. Altruist does not guarantee the accuracy or completeness of Hazel's outputs.
