What to Expect:

Learn how Artificial Intelligence is already shaping everyday life—and how to use it confidently, safely, and practically. This educational session explains AI in plain English, helping you understand what it is, how it works, and where it can be a useful tool in retirement and daily living. 💡
We’ll cover:
-What AI is (and isn't) in simple, jargon-free language 
 -How AI tools like ChatGPT generate answers and respond to questions 
 -Everyday ways AI can help with travel, hobbies, communication, and organization 
 -How AI can assist with health conversations and preparing questions for professionals 
 -Practical uses for financial organization, meeting preparation, and information gathering 
 -Common limitations of AI, including mistakes, outdated information, and "best guess" responses 
 -How to spot AI-generated scams, misinformation, and red flags 
 -Privacy and security best practices when using AI tools 
 -A simple framework for writing better prompts and getting more useful results 
 -Why human judgment—not AI—should always make the final decision
 
 Walk away with a clearer understanding of how AI works, where it can add value to your everyday life, and how to use it responsibly while staying in control of your decisions.
Daniel Lauraine, financial advisor

Meet Your Host: Jessica Reddy, CFP®

Jessica Reddy, CFP®, was born and raised in southeastern Wisconsin and now lives in Whitefish Bay with her two children and their rescue dog, Starla—who will happily eat anything she finds, even the non-edible. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2006 and began her career in San Francisco, working at respected firms including Credit Suisse and Catalyst Financial Planning & Investment Management.

The families Jessica works with usually come in asking the same big questions: Will our money last? What happens when markets are volatile? Are we giving too much away in taxes? She combines financial planning and coaching to help clients face those questions with clarity and confidence. Whether it’s building income strategies, navigating Social Security, or exploring charitable giving, Jessica takes pride in simplifying the complex and showing people how they can enjoy retirement without second-guessing every financial decision.

“Retirement should feel like freedom, not fear,” Jessica says. “My goal is to help families feel secure enough to spend, give, and live in ways that are truly meaningful to them.”

When she’s not working with clients, Jessica enjoys walking along Lake Michigan, reading, and spending time with her kids.

Meet Your Host: Nav Iyengar

Nav Iyengar is a deep technologist with a background that spans financial services, manufacturing, enterprise product & project leadership, and hands-on technology development. He holds PMP, CSM, and PSPO II certifications and brings a combination of builder instincts and domain depth to his work.
Nav’s experience bridges the worlds of product and engineering, he co-founded Tickety, a GenAI-powered customer ticketing technology platform, and has led large-scale AI integration initiatives for Fortune 100s, delivering measurable cost savings and operational efficiency gains. His financial services background, including time as a practicing financial advisor, gives him a grounded understanding of the real-world workflows and user needs that good AI systems have to serve.
He specializes in agentic AI workflows, LLM integration, and building intelligent systems that connect cleanly into existing enterprise environments. Nav approaches his work with a bias toward outcomes, focused on shipping AI that actually works for the people using it, not just the people building it.
Outside of work, Nav is an avid home cook with a weakness for ambitious slow-cooked meals and comfort food. A true Sconnie, he is a huge Packers, Bucks, and Brewers fan and enjoys attending live games. On weekends, he likes to spend time with his dog, Max, and exploring the beautiful outdoors of the Northwoods.

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