This session illustrates the fundamentals of generative AI, the risks when misapplied to personal finance, and the ethical guardrails needed when guiding service members who use these tools. The presenter shares hands-on ways AI can streamline service provider workflows, making this a session about both protecting clients and workplace efficiencies.
Learning Objectives:
- Understand Artificial Intelligence (AI) basics.
- Identify risks of Generative AI use in personal finance.
- Apply safe AI usage standards while working with Service members and their Families.
- Demonstrate practical uses of Generative AI to enhance workflows.
- Apply ethical strategies to guide Service members’ use of AI for personal finance.

