February 21st, 202411:30 a.m. Central

February 21st, 2024 | 11:30 a.m. Central

Virtual

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Cyber Security and Identity Theft – How to Be Your Own Best Defense copy

Did you know 95% of identity theft and cyber scams are successful because of human error?

Defending yourself from cybercriminals and fraudsters requires little knowledge of computers, software or apps. Instead, making small behavioral changes in your interaction with technology can have a big impact on safeguarding your private information.

Join Buckingham’s cybersecurity specialist, Jared Hoffman to learn:

  • Non-technical and practical actions you can take to protect yourself, your family and the wealth you have accumulated.
  • How to recognize the tactics cybercriminals are using today and the simple, easy steps you can take to dramatically shrink your target size and reduce your odds of becoming a victim.
  • This is an excellent session to invite a senior parent to attend, or better yet attend with them. A question-and-answer session will follow.

Thank you for the interest in our recent virtual event!

To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.

Resources

Featured Speakers

  • Jared Hoffman

    Managing Director, Strategic Initiatives

    Jared is energized by the ever-changing challenges and opportunities he and his team face as they work to be a resource for departments throughout the organization. Jared helps advance the strategic plan by collaborating on internal and external technology rollouts, improving internal best practices through training and development opportunities, and acting as a resource for projects and initiatives of all sizes to improve the overall client experience.

Other Upcoming Events

  • May 17th, 2023 | 5:30 – 7:30 p.m. Central

    Retirement: Beyond the Financials

    8182 Maryland Ave., Suite 500, St. Louis, MO 63105
    Fifth floor Education Center

    While you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?

    During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.

    Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:

    • Ten key elements of a fulfilling retirement
    • A guide to creating a personalized retirement life plan
    • Suggestions for initiating crucial conversations with those closest to you about retirement plans
    • A framework for deciding when to retire
    • How and why you may want to “practice retirement” while still working

    As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.

    Event Details

  • July 20th, 2023 | 11:30 a.m. Central

    Virtual

    Preventing Identify Theft: How to Defend Your Finances

    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.

    You’ll learn strategies to fend off common identity theft tactics, including:

    • Establishing credit in your name
    • Filing a fraudulent tax return on your behalf
    • Compromising your online accounts
    • Engaging in other malicious activities
    Event Details

  • July 30th, 2024 | 11:30 a.m. Central

    Virtual

    Planning Through Divorce: 5 Considerations to Safeguard Your Future

    Going through a divorce brings what feels like a million financial decisions to make. What should you focus on when navigating your options?

    Event Details

  • August 29th, 2024 | 11:30 a.m. Central

    Virtual

    Long-Term Health Care: Exploring Your Options & Costs

    How can you be sure you’re making informed decisions about your health care needs as you age? And when is the best time to start planning?

    Event Details