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DTSTART;TZID=America/New_York:20260910T110000
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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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