As Baby Boomers age and technology becomes more prevalent, more people are at risk of financial fraud and abuse. The key to prevention is knowledge. As fiduciaries, financial advisors play an important role in helping their clients understand common scams and how to avoid them.
This presentation will cover:
How to identify the most common scams targeting individuals.
Privacy and fraud concerns associated with technology.
Practical, common-sense strategies to help advisors protect their clients and their loved ones.
Accepted for 1 CFP / IWI / CFA CE Credit
Speaker:
Mike SosnowskiDirector, Advanced MarketsTransamerica
Mike brings more than 20 years of financial services experience to his role.
With a passion for helping financial professionals build their business, Mike joined Transamerica as an internal wholesaler in 2008 before moving to Advanced Markets in 2012.
His experience allows him to travel the country presenting advanced financial planning strategies involving Social Security, Medicare, estates/trusts, qualified plans, and IRAs. A certified Continuing Education (CE) instructor, Mike also contributes to the ongoing development of Transamerica’s internal financial planning classroom curriculum.
Mike is a Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), Certified Fund Specialist (CFS®) and graduate of Colorado State University. He holds FINRA Series 6, 7, and 63 registrations, as well as a Florida life insurance license.
For Financial Professional use only. Not for use with the public.
