Well Balanced

Fraud Prevention and Cybercrime Tactics – Part Two Fireside, Q&A


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In this informative presentation, Paul Ewing, Schwab’s Senior Technology Consultant, and Boima Freeman, Senior Financial Fraud Investigator at the Minnesota Department of Commerce, share real-world examples and actionable strategies to help you safeguard your financial accounts and personal information.

Vector’s Senior Wealth Advisor Mike Nesheim moderates the fireside chat and Q&A with the audience. Suzy Klapperich, Vector’s Chief Compliance Officer, shares a best practice of having trusted contacts on file with your financial advisor and financial custodians.

Learn about:

  • Email Security Best Practices - Why email is the #1 attack vector and how to protect sensitive information
  • Password Management - The critical importance of unique, long passwords and password manager tools
  • Multi-Factor Authentication - Adding essential layers of security to your accounts
  • Phishing & Social Engineering - How to recognize and avoid sophisticated scam attempts
  • Romance & Investment Scams - Real cases and warning signs to watch for
  • Check Fraud & Mail Security - Protecting yourself from check washing and mail theft
  • Credit Freezing - Preventing identity theft with credit bureau freezes
  • Minnesota Safe Senior Act - Legal protections available to prevent financial exploitation
  • Discover practical tips like using VPNs, avoiding public WiFi, cleaning up old emails, and setting up trusted contacts. Whether you're concerned about protecting your retirement savings or simply want to strengthen your cybersecurity posture, this session provides essential knowledge to keep you and your family safe in an increasingly digital world.

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    Well BalancedBy Vector Wealth Management