Broker Check
12 Oct
NEXT STEPS: Talk 2 - Protecting Your Assets

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

Tue, Oct 12, 2021

11:30a - 1:30p EST

Location

Fernandina Beach

Story and Song Bookstore
1430 Park Avenue
Fernandina Beach , FL 32034
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PT2H
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