Jewish Business Network of Towson Networking Lunch
About this Event
David will begin speaking at 12:30 pm promptly, so come on time for a delicious kosher lunch and networking!
The presentation examines how AI can improve productivity, decision-making, and efficiency while also creating challenges around accuracy, security, workforce disruption, and overreliance on technology. The key question is not whether businesses should use AI, but how they can use it responsibly and effectively.
David Colin, CFP®, AIF®, CEPA® is a Private Wealth Advisor and Senior Vice President at Diamond Private Wealth Partners of Raymond James, with nearly two decades of experience helping business owners, executives, and families make high-stakes financial decisions. He chairs the team’s investment committee and leads retirement plan consulting, bringing a practical perspective on wealth strategy, business transitions, risk, and long-term decision-making.
Agenda
🕑: 12:00 PM - 12:30 PM
Networking & lunch
🕑: 12:30 PM - 01:00 PM
Speaker
Where is it happening?
Event Location & Nearby Stays:
USD 0.00















