MASTERING AI TOOLS


Set Up Your AI Tools

Tip: ChatGPT’s o3 and 4o models have distinct strengths. o3 excels in reasoning and complex problem-solving, while 4o offers multimodal capabilities and broader language support, making it suitable for creative and business applications. o3 is particularly effective for tasks requiring deep analytical thinking, while 4o shines in scenarios involving various content formats and complex interactions.

MASTERING AI RESOURCES


Mastering AI to Attract, Serve & Retain HNW & UHNW Clients
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here

Four Ways Entrepreneurs Can Better Manage Risk—and Capture Opportunities—in Their Businesses
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here
Access the word file
here

Don’t Have a Vision for Retirement? It’s Time to Fix That!
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here
Access the word file
here

The Johnson Family Preliminary Financial Assessment
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here

Carrie Fry’s Roundtable Presentations
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here
Access the transcript
here

The Future of Jobs Report
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here

MASTERING AI DESIGN AND EVALUATION


Done‑For‑You Design: Plug‑and‑Play Templates
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Take our 5‑minute evaluation—your feedback fuels our shared success.
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MASTERING AI SUPPORT


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Meeting ID: 850 9040 8358
Passcode: ceg

Dial-in by phone: +(646) 558-8656
Meeting ID: 85090408358

Support
Lisa Schulte
(888) 454-4376
lschulte@cegworldwide.com

Heather O’Donnell
(888) 396-8639
hodonnell@cegworldwide.com