How to configure the Hazel Financial Planning Agent
Tuesday, September 29th 2026
10-10:45AM PT / 1-1:45PM ET
In part three of our webinar series, we’ll show you how to configure the Hazel Financial Planning Agent to fit your firm’s standards.
Join us for a step-by-step walkthrough and learn how to:
- Build your own repeatable templates for personas like accumulators, pre-retirees, and retirees
- Present your financial plan and do live scenario modeling with clients
- Validate the origin of each figure and calculation in your financial plan
- Effectively prompt Hazel to fine-tune your plan
- Use an existing financial plan to train Hazel to build plans your way
We’ll also address some of the most frequently asked questions users have had since the launch of the new agent.
Hazel is an artificial intelligence tool offered through Altruist Corp (Altruist). Outputs generated by Hazel are for informational purposes only and should not be relied upon as legal, compliance, financial, tax, or investment advice. Advisors are responsible for all advice to clients and must review all Hazel outputs before sharing with clients. Altruist does not guarantee the accuracy or completeness of Hazel's outputs.
