Fraud & Scams: How To Help Your Client or Employer Spot A Scam And What To Do About it
This presentation will discuss the various forms of scams that are and have occurred, signs to watch for, and some courses of action that can be taken.
Course content
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Presentation
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Recording
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About this course
- $59.00
- 2 CPD hours
- December 10, 2019
Course Description
Scams & fraud. What to watch for and how to protect against it.
In an imperfect world, scam artists are aggressively trying to take advantage of us. In this presentation, Jeff Gregory BA, CFP, CLU, CHS, EPC will be discussing the various forms of scams that are and have occurred, signs to watch for, and some courses of action that can be taken.
Instructor(s)
Jeffrey Gregory
[email protected]Jeff Gregory– B.A., C.F.P., P.F.P., C.H.S. in Mississauga! Offering sound advice, planning and support with all your financial needs. Jeff Gregory works closely with clients in preparation for their present and future financial obligations.
He is constantly striving to help clients to reach their financial goals, and emphasizes awareness in “what if” situations, ensuring clients and their assets are always protected. For more information, or to consult with Jeff Gregory about your financial situation, please contact him at (905) 366-4402