Скачать или смотреть A Look Inside Our 2025 Advisor Meeting

We serve our clients at our offices across Northern California, but once a year, we gather together to learn, connect and problem solve. There's no getting around the AI Elephant in 2025, so we took it head on. Here's a look inside our 2025 Advisor Meeting: Focus On AI.

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The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

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