AI in Action: Exploring the Use of ChatGPT in Retirement Planning
By Eric T. Ludwig, PhD, CFP®, Assistant Professor, Retirement Income, RICP® Program Director Executive Director, Center for Retirement Income The retirement planning landscape is rapidly evolving with the advent of AI technologies. While these tools, like ChatGPT, offer promising enhancements in client communication and operational efficiency, they also present challenges in integration and understanding. The …