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The SEC is all over client protection from cyberfraud and will be heavily involved with regulations that will place requirements on our firms and us. The trust and credibility you build when helping protect clients can extend to trusting you on other financial matters.
Many people don't see their smartphone or tablet as requiring the same kind of security that they use for their desktop or laptop. That assumption is wrong and it's putting them and the organizations they work for at risk.
It's not just your clients who need to be on guard about their personal data safety. Minor children are 35 times more likely than adults to suffer ID theft. Here's what parents need to know.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025