Advanced financial planning workflows
Tuesday, September 29th 2026
10-10:45AM PT / 1-1:45PM ET
In part three of our webinar series on financial planning, get a deeper look at the Hazel Financial Planning Agent.
Walk through Hazel workflows created by real advisors and get a closer look at the financial planning features they use the most.
You’ll learn how to:
- Set a persona for retirement, tax planning, and more
- Define market assumptions
- Generate plans at scale, manage revisions, and use Hazel to personalize outputs
You stay in control of every recommendation. Hazel does the heavy lifting.
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.
