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DTSTART;TZID=America/New_York:20260910T110000
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DTSTAMP:20260820T174106Z
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LAST-MODIFIED:20260820T174106Z
UID:10000096-1789038000-1789039200@tealtech.com
SUMMARY:AI for RIAs: From Admin Burden to Strategic Growth
DESCRIPTION:Registered investment advisors (RIAs) are heading into one of the busiest stretches of the year – tax-loss harvesting\, RMDs\, and year-end client reviews all land in the same few months. Join Teal cofounders Gar Whaley and Reid Johnston to see how AI can handle some of that admin load. \n  \nReserve Your Seat \n  \nWho should attend\n\nRIA Principals & Managing Partners\nFinancial Advisors & Wealth Managers\nOperations & Compliance Leads\n\n  \nSpeakers\nReid Johnston\, Teal Teal Chief Intelligent Transformation Officer & Cofounder \n25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365\, automation\, and secure adoption of AI at work. \n  \nGar Whaley\, Teal Chief Revenue Officer & Cofounder \nHelps leadership teams translate AI capabilities into pipeline\, productivity\, and outcomes. \n  \nRegister Now
URL:https://tealtech.com/event/ai-for-rias/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://tealtech.com/wp-content/uploads/2026/08/AI-for-RIAs-1.png
LOCATION:https://events.zoom.us/ev/Auxl6qFqq6SVImsj5miUT04FNPeVfaqG4dthNzrmS8gPp_O0MBzn~AqUd20o1wGp5lZpJXP90PteuQMusbsgh4IRqo70pdmCW4eJgWHSO_VrWzA?lmt=1787164032000
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DTSTART;TZID=America/New_York:20260916T110000
DTEND;TZID=America/New_York:20260916T112000
DTSTAMP:20260819T123349Z
CREATED:20260819T123349Z
LAST-MODIFIED:20260819T123349Z
UID:10000097-1789556400-1789557600@tealtech.com
SUMMARY:ChatGPT vs Claude vs Copilot: Choosing the Right AI Tool
DESCRIPTION:“Which AI tool should I use?” is the question Teal CITO Reid Johnston hears most from clients right now\, and he’s ready to answer that very question. \nIn this 20-minute session\, Reid and Teal CRO Gar Whaley will break down the framework Reid built for comparing ChatGPT\, Copilot\, and Claude. \n  \nYou’ll leave able to:\n\nJudge a tool by how close it sits to your data\, and why that matters more than which one has the flashiest feature\nUnderstand the difference between the underlying AI models and the “harness” built around it and why that difference changes your results\nUnderstand what you’ll get with Copilot versus Claude or ChatGPT\nAsk the right questions about data protection – including newer controls like Claude’s enterprise-plan DLP features\n\n  \nReserve your seat \n  \nWho should attend\n\nCEOs / COOs / Business Leaders\nIT Directors / SMB IT Pros\nAny business leader whose team has ended up with a different AI tool per person and needs a plan\n\n  \nSpeakers\nReid Johnston\, Teal Teal Chief Intelligent Transformation Officer & Cofounder \n25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365\, automation\, and secure adoption of AI at work. \n  \nGar Whaley\, Teal Chief Revenue Officer & Cofounder \nHelps leadership teams translate AI capabilities into pipeline\, productivity\, and outcomes. \n  \nRegister now
URL:https://tealtech.com/event/chatgpt-vs-claude-vs-copilot/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://tealtech.com/wp-content/uploads/2026/08/ChatGPT-vs-Claude-vs-Copilot-Featured-Image.png
LOCATION:https://events.zoom.us/ev/ApNRW5ajwTeTu1l2JPzFXIG-QspUf5WvXurp5liX6d6wnvh7BrAG~AgDCdZaZEclbHz-xn5CwmcBH4-aCHEu9zNDx3mVD-jixkI7bMT2oY4ZG1Q
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