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Financial Planning Webinar

September 1, 2026In part two of our webinar series on financial planning, we’re unveiling a complete demo of Hazel’s Financial Planning Agent for the first time. You’ll learn how to:
  • Build plans automatically with Hazel instead of assembling them yourself
  • Run financial planning scenarios and watch Hazel dynamically reshape plans in real time  
  • Get results you can trust, because every number in the plan maps back to the meeting, email, document, and Intelligent Client Profile behind it
You stay in control of every recommendation. Hazel does the heavy lifting.

Intelligent Client Profiles Webinar

July 28, 2026A financial plan is only as good as what you know about the client. But your planning software holds only a fraction of the full picture, so every plan starts a step behind.‍In session one of our financial planning series, we’ll show how you can use Hazel to:
  • ‍See every detail organized to the individual client and household, filed where it belongs
  • Trace any fact back to its source: Ask Hazel to find the meeting it came from, the exact words that were said, and the date
  • Keep your judgment in the loop, so uncertain details wait for your review
Hazel surfaces the deeper nuance — the details buried in your emails, notes, files and meetings — and organizes it with your CRM to create a single client profile that automatically keeps itself up to date.

Modes Webinar

April 30, 2026What’s new in Hazel? Modes, modes, modes.Modes are a set of instructions you can provide Hazel to define the type of work you would like her to complete.In this session, the Hazel team dives deep into what is possible with Hazel’s Tax Planning agent.

Tax Planning Webinar

February 24, 2026Hazel AI Tax Planning reads 1040s, paystubs, statements, meeting notes, email, custodial, and CRM data to help advisors create personalized tax strategies and client-ready plans.In this session, Jordan Haines from Drucker Wealth joins the Hazel team to talk through the modes he’s created to help his team do more with Hazel.

Hazel <> Altruist Introduction Webinar

November 18, 2025In this session, you’ll see how Hazel connects to the Altruist custodial platform — a first for the industry — unlocking several powerful use cases, including the ability to:
  • Pull information from Altruist on contacts, households, accounts, balances, and beneficiaries
  • Compare meeting notes to household custodial data to confirm whether a portfolio is properly allocated, among other things
  • Include a portfolio overview as part of meeting agendas and notes
  • Use custodial information to draft email responses to client questions (coming soon)
You’ll also hear from Yohance Harrison, BFA, founder of Money Script Wealth, who shared how his firm uses Hazel to save over 75 hours per month by automating prep, follow-up, and communication.This webinar also highlights Hazel’s commitment to secure, private AI, including our Zero Data Retention (ZDR) agreements with LLM providers — ensuring your data is never stored or used to train models.Plus, get a sneak peek at Hazel’s roadmap for the rest of 2025 and into early 2026.

Hazel Introduction Webinar

October 2, 2025Transformative AI, Built Just for Wealth Managers.In this session, Fernando guides us through how wealth managers can use AI to transform their firms and client relationships.Rewatch for insights on:
  • How to evaluate and choose the right AI platform for your firm
  • Understanding Cybersecurity and AI
  • How Hazel’s tools and tech are built different
You’ll also get a sneak peek into future Hazel plans, plus highlights from the live Q&A featuring real advisor questions.