Don Tomoff, founder of Invenio Advisors and a finance expert with over 30 years of experience, dives into the impactful role of AI in financial planning. He highlights how AI can revolutionize efficiency, making it essential for modern finance professionals to adopt these technologies swiftly. Don discusses the democratization of data access and the importance of tailored AI prompts for task automation. He shares insights into transforming financial workflows and sheds light on the future of finance, where tech-savvy skills will be paramount.