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Investments & Wealth Strategy Forum 2023 - New York City

Speaker & Session Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Protecting High-Profile Clients in the Digital Age

Steve Weisman

Presented by
Steve Weisman, JD

Professor, Bentley University, Editor, Scamicide.com


November 30, 2023
9:20 - 10:10 a.m.     

An infamous bank robber was once asked why he targeted banks to which he replied, "because that’s where the money is." Today, your high-profile clients can become favored targets for sophisticated scammers and identity thieves who are armed with a knowledge of psychology that Freud would envy. In this session, we will identify where your clients can be vulnerable to scammers and how they can protect themselves.

Learning Objectives:
  • Identify the sources of scams and identity theft threats
  • Recognize the telltale signs of scams and identity theft threats
  • Establish defenses to protect against scams and identity theft threats

Speaker Bio

Steve Weisman, JD
Professor, Bentley University, Editor, Scamicide.com


Steve Weisman is a nationally recognized expert in scams, identity theft and cybersecurity. He is an author, lawyer and professor at Bentley University where he teaches white collar crime. Among his books is the award winning "The Truth About Avoiding Scams." He also is the editor of the blog scamicide.com which provides daily information about the latest scams, identity theft threats and cybersecurity developments.

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