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Hosted by FPA Connecticut

Identity Theft: Prepare. Protect. Prevent.

In response to the current situation with Covid 19, FPA of Connecticut will continue to provide members with quality, low cost educational offerings as online webinars.    After your registration is reconciled, you will receive a direct email from gotowebinar with call in and log in information. As we get closer to the event, we will also send you tips and instructions about the webinar.  
  
Overview 
FPA of Connecticut programs offer educational and networking opportunities to members and non-members. Join outstanding educators to explore new tools and strategies, practice management concepts, and how to better serve your clients. Programs are open to all audiences.

Sponsors
Program sponsors help keep the registration cost low and contribute to the vitality of the organization. Please be sure to thank them.

Cost & Registration
Registration is required. This event is free for FPA members.  Register online, by email, or phone. Scroll down on this event page for registration and payment. Make checks payable to FPA of Connecticut and mail to 175 South End Road, Unit A2, East Haven, CT  06512 for pre-registration.  If you are paying by credit card, please use the Pay Now buttons to  the right.  We do not accept cards over the phone.   If you are mailing check, use the Pay Now button and provide us with more information and check off "sending check". Or, you may use the registration options at the bottom of this page.
 

CE Credits
Many programs offer CFP and PACE credit. Others also offer CT State insurance credit. There is no CE for this practice management session.
 
 
This program is sponsored by:
 
 
 
 

Wednesday, May 26, 2021
12:00 PM - 1:00 PM

Location

Webinar
   
(877)777-0600
 
Email for Location



Register and pay now by credit card, debit card, PayPal account or mailed check


Non-Member Registration Fee

Agenda

 


Cesar Bastidas
Global Relationship Management
New York Life Investments

May 26 2021 12:00PM


Identity Theft


Identity Theft: Prepare. Protect. Prevent.

Don't Let Bad Things Happen to a Good Name!

New York Life Investments is proud to collaborate with the FPA of Connecticut.
Please join us for this presentation designed to educate advisors and their clients on how to protect themselves from identity theft, a timely topic as identity theft cases continue to rise. Specific points to be addressed include:

• Types of Identity Theft - Tax-related, medical, criminal, child & senior
• Identify Theft Techniques - Phishing, spam, false advertising
• Warning Signs—IRS notifications, rejection from a health plan, calls from debt collectors
• Ways to Protect your Personal Information—Check credit reports, watch for unauthorized charges, don’t carry your SS card in your wallet



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
May 26, 2021 Identity Theft Cesar Bastidas 12:00 P 1.00



Registration Fee
Member
Free
 
Non-Member
$25.00