BUCKS COUNTY ESTATE PLANNING COUNCIL

Join BCEPC for an exciting presentation on "Planning on AI" presented by Senior Wealth Planner, Ross E. Bruch from Brown Brothers Harriman & Co.

Agenda

7:30 am- 8:00 am Networking

8:00 am- 9:00 am Buffet Breakfast and Program

Program Overview

This presentation explores how artificial intelligence is reshaping estate and financial planning, including the work professionals perform, the value clients are willing to pay for, and the evolving role of human judgment and trust. It also offers practical considerations for positioning a professional practice to succeed as routine planning work becomes increasingly automated.

Learning Objectives: 

· Assess the impact of generative artificial intelligence on estate planning, financial planning, and related professional service business models, including how AI may alter the delivery and value of planning services.

·  Evaluate which planning activities are most susceptible to automation and distinguish between functions that can be enhanced by AI and those that continue to require human judgment, accountability, and client trust.

·  Identify key risks, limitations, and ethical considerations associated with the use of AI in professional practice, including concerns related to accuracy, data security, professional responsibility, and client confidence.

Meet Our Speaker: Ross E. Bruch of Brown Brothers Harriman & Co.

As a Senior Wealth Planner in the Philadelphia office, Ross works with and advises successful individuals and business owners on the preservation, growth and transfer of wealth. Prior to joining BBH, Ross was in private legal practice at a large Philadelphia law firm.

Ross has previously served as the Chair of the Probate Section of the Philadelphia Bar Association. He regularly speaks and writes on the topics of technology and the law, artificial intelligence, and digital asset planning. Ross regularly writes about technology and artificial intellingence for Probate & Property Magazine, and the founder and former chair of the Technology Committee for the Probate and Trust Law Section of the Philadelphia Bar Association.

Ross received his B.A. and two Masters degrees from the University of Pennsylvania, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.

Thank you to our Breakfast Sponsor:

Reserve your seat so you don't miss it!

One Education Credit for CLE (PA Only), CFP, and CPA (PA Only) will be offered.