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INFORMATION AND EDUCATIONAL OPPORTUNITIES TO KEEP YOU INFORMED

 

 

 

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INTAC Educational Event: Identity Theft Workshop for Financial Advisors

Join us for this Revealing and Informative Workshop Exclusively for Financial Advisors
 

Thursday, April 20, 2017
Choose from 2 sessions:

  • 12:00 pm Luncheon Seminar: Edison, NJ
  • 4:00 pm Cocktails & Conversation: Morristown, NJ

Everyday financial planners are faced with challenges of working with clients and prospects. Identity theft is America’s number one white collar crime epidemic. Learn from two former Law Enforcement agents who will share their experiences with Identity Theft.

Here is what you will arm yourself with and take away:

  • Types of Identity Theft
  • How it can happen
  • What you can do to protect your clients and you and minimize risk
  • Types of solutions should it happen to your clients or you

Contact our event coordinator, Maggie at mdipalma@intacinc.com, if you are interested in learning more. We hope you can join us!



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