Webinar Registration

Advice on How Clients Can Avoid AI Scams

Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, May, 16

01:00pm ET

60 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Steven J.J. Weisman, Attorney. Professor. Scam expert

Of Counsel Margolis Bloom & D’Agostino

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Steve Weisman from Scamicide will deliver an insightful presentation tailored for financial planners, focusing on cybersecurity measures. He will outline best practices and legal obligations for protecting sensitive data from cyberattacks. Steve will also delve into the psychology of scams, explaining why even the most astute individuals can fall prey to fraudsters. Additionally, he will offer strategies on educating clients to identify and counteract scams and identity theft threats. Furthermore, Steve will discuss specific actions that both clients and planners themselves can implement to safeguard against scams, data breaches, and identity theft.

Listeners will learn:

Effective data protection strategies and the legalities financial planners must adhere to in order to secure client data from cyber threats.
The psychological tactics used by scammers and why these strategies often succeed, even with well-informed individuals.
Practical steps and preventative measures to educate and protect themselves and their clients from various frauds and identity theft incidents.

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.