Community Events

The Estate Planning Council of Northeast Florida was honored to have Eric Ludwig, CFP speak at our dinner meeting Tuesday September 19th at Epping Forest Yacht Club in Jacksonville. Eric is the Co-Director of the Center for Retirement Income at The American College. His presentation was entitled “Enhancing Financial Planning with ChatGPT: A Collaborative Approach between Technology and Human Expertise.” Eric’s presentation was very well received. Thank you Eric for an informative evening!!

 

 

 

 

 

 

Coastal Financial Strategies joins the Jacksonville Chamber