When
Tuesday 19th May 2026, 6:00PM-7:00PM UK timeWhere
Online via Zoom.Format
There'll be a great line-up of speakers plus ample scope for discussion and debate.Why You Should Attend...
In a world of increasing complexity and, at times, structurally untrustworthy systems, the most valuable asset is no longer just financial capital—it is the ability to think clearly, make informed decisions, and act with confidence.
In this session, Steve Conley, Founder of the Academy of Life Planning, will explore how artificial intelligence is transforming financial planning—not by replacing advisers, but by restoring human agency.
Attendees will gain insight into:
- – Why the traditional “advice-led” model is being reshaped by AI
- – How individuals can use AI to understand their financial position and make better decisions
- – Practical tools and frameworks that support planning before, during, and after financial harm
- – The concept of the Total Wealth Planner—an individual equipped to navigate complexity, stress, and change with clarity and independence
The session will demonstrate how AI can act as a “second brain,” helping people organise information, surface risks, and improve decision-making in real time—without surrendering control.
Andy Agathangelou
Founder, Transparency Task Force;
Chair, Secretariat Committee, APPG on Investment Fraud and Fairer Financial Services; Chair of the Violation Tracker UK Advisory Board; Founder, RSA’s Responsible Finance for Good Network
