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HackTalk: Warn your clients of the types of financial scams that can hurt them. One of those scams involves sophisticated offers of working from home, which can appeal to many retirees. Know—and share—the warning signals of this scam.
HackTalk: Online scams are on the rise, with criminals frequently targeting the elderly. You are uniquely positioned to help shield your clients’ financial well-being from online thievery. We look at some of the common scams and list three steps you can take to help your clients avoid cybercrimes.
A new book by journalist and cybersecurity expert Kate Fazzini reveals the true nature of cybercriminals beyond the headlines.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
March 24–27, 2025
AI Marketing for Advisors
Begins April 3, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025