BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20260225T123000Z
DTEND:20260225T140000Z
LOCATION:The Bucks Club, 2600 York Rd., Jamison, PA 18929
UID:2807620260225T123000ZBreakfast Program - AI in Estate Planning: Tools, Applications, and Ethics for Attorneys, CPAs, and Advisors
DTSTAMP:20260502T133530Z
DESCRIPTION:\n \n \n \nAgenda\n \n7:30 am- 8:00 am Networking\n \n8:00 am- 9:00 am Buffet Breakfast and Program\n  \n  \nProgram Overview \nThis program explores how attorneys, CPAs, and financial advisors can effectively and ethically integrate artificial intelligence into estate planning, tax, and advisory practices. Participants will learn to identify practical AI tools, enhance accuracy and efficiency in compliance and workflows, and address confidentiality and ethical considerations while preparing for emerging AI trends in estate administration. \n \n \n \nLearning Objectives:\n  \nIdentify helpful AI tools for estate, tax, and advisory practices.\n   \nUse AI to improve accuracy and efficiency in compliance and workflows.\n   \nRecognize ethical and confidentiality risks in AI use.\n   \nCoordinate and collaboration through shared AI processes.\n   \nPrepare for emerging AI trends in estate planning and administration.\n  \n ------\n\nSpeakers:\n \nJeffrey Bowley, CPA is Managing Partner and Co-Founder of Daneel, a technology-driven accounting and advisory firm. He specializes in Quality of Earnings (QoE) and financial due diligence, delivering data-driven insights that support private equity, venture capital, and strategic investors.\n \nHis career spans public accounting, entrepreneurship, and leadership in outsourced accounting and CFO advisory, where he guided startups and high-growth companies on financial strategy and scalability.\n \n \n \n \n \n \n \n \n \n \n \n  \nJennifer Ellis is a legal ethics attorney in Pennsylvania. She owns the consulting/law firm marketing company Jennifer Ellis, JD, LLC, through which she assists attorneys with issues such as artificial intelligence,  electronic discovery, practice management, and online presence.  \nPreviously, Jennifer worked with a Philadelphia area personal injury firm, where she practiced legal ethics, managed the firm’s online presence, and oversaw its IT and security consultants. Jennifer also served as the Associate Director of Media Technology with the Pennsylvania Bar Institute, where she organized and presented courses on numerous issues, including law practice management, technology, and ethics.  \nJennifer speaks and writes throughout Pennsylvania and nationally on issues relating to law practice management, technology, ethics, marketing, and more. \n  \n  \n ------\n\n \n \nThank you to our Breakfast Meeting Sponsor\n \n[](https://grimlaw.com/)\n \n \n ------\n\nOne Education Credit (PA Only) for CLE, CFP, and CPA will be offered.\n \n \n \n \n
SUMMARY:Breakfast Program - AI in Estate Planning: Tools, Applications, and Ethics for Attorneys, CPAs, and Advisors - Bucks County Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR