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.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
