Broker Check
28 Oct
NEXT STEPS: Talk 2

Description

This second NEXT STEPS Talk centers around Protecting Your Assets.  Discussion points include:

  • Fraud - Techniques used to defraud online
    • Phishing
    • Identity Theft
    • Password Best Practices
    • Social Media Do’s & Don'ts
  • Salespeople
  • Children/Grandchildren/Relatives
    • How to evaluate need vs want
    • How to say “no” now that the “Protector” is gone
    • Identifying another “Defender”
  • Your BIG Heart
    • Philanthropy

Date and Time

Wed, Oct 28, 2020

11:30a - 1:30p EST

Location

Bone Island Grillhouse

920 Greensboro Rd
Eatonton , GA 31024

Note

Attendance will be limited in order to adhere to CDC guidelines. Attendees from previous sessions will be given priority.

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