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Advice on How Clients Can Avoid AI Scams 05-16-2024

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Advice on How Clients Can Avoid AI Scams
Presented by Steven J.J. Weisman, Attorney. Professor. Scam expert, Margolis Bloom & D’Agostino
Steven Weisman

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.

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