The Future of Personal Finance: Integrating Generative AI in Financial Planning


Building self awareness is the first step toward growth. The Torch Leadership Assessment helps experienced professionals gain clarity on existing strengths and development opportunities.


During regular 1:1 video sessions, an experienced Torch coach will help the leader build a custom development plan based on their leadership assessment results.


Leaders then set their own growth goals with the help of their Torch coach. Together, they will define specific actions to track progress and hit leadership development targets.

How it works

Integrate learnings and capture insights for a new leadership future.


You'll meet with your mentor monthly during your 6-month partnership, to work on your goals and focus areas

Sign Up Here

Date: April, 24th, 2023 12:30pm Lunch Provided

Location: 7 West 34th Street, 6th Floor, New York, NY 10001

Description: Generative AI "hallucinations" can provide significant compliance risk for much of the financial services industry, especially financial planning and advising. We'll examine how to navigate these compliance risks while delivering a self-improving experience that can wow your customers. 

Our speaker, Ben Bartolome, is the Co-Founder and Co-CEO of Walkthrough, an AI-powered fintech startup that makes financial planning and wellness accessible to first-generation wealth builders. Walkthrough is your full financial advisor, but in your pocket. 


12:30pm - Doors open & Lunch
1:00pm – Panel Discussion
2:00pm – Event Concludes

By registering, you agree to the AWS Event Terms and Conditions and the AWS Community Codes of Conduct.

Maximum Registration is 50 we will build a waitlist after 50 people