AI Hype or Help - and what can it do for you?
Date: Tuesday, June 9, 2026
Time: 11:45 AM - 01:30 PM
Location: Hyannisport Club
Speaker: Professor Patricia Allen
Please join us for our Annual Meeting Sponsored by:
While many professionals have been waiting to see how artificial intelligence plays out, it has already been integrated into government and business workflows. The Social Security Administration and the IRS use it to process applications and identify fraud; JPMogan Chase uses it to review commercial credit card agreements.
So where does that leave small business owners?
In this interactive session, we'll explore how AI can realistically support your business without compromising professionalism, accuracy, or client trust. We’ll address ethical considerations, privacy concerns, and practical safeguards, as well as strategies for using AI to offload simple tasks that overburden our daily lives.
Bring your laptop if you’d like to follow along and experiment with real examples!
Estate planning council is proud to welcome our guest speaker Patricia Allen. Patricia is an Associate Professor of English at Cape Cod Community College, where she teaches writing and literature and serves as co-coordinator of the Teaching and Learning Center.
She is a fourteenth generation Cape Codder and a proud alumna of 4Cs, Wellesley College, and the Harvard University Graduate School of Education. Trish is strongly committed to supporting and preserving the Cape's small businesses that make our community unique.
If you are interested in golfing with our group after the luncheon and presentation please e-mail Patrick Murphy at patrick.murphy@ubs.com.
Estate Planning Council of Cape Cod is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
