July 06, 2023

Security Experts on How EverSafe Protects You from Financial Fraud

32 minutes

In Money Conscious Episode 17: Security Experts on How EverSafe Protects You from Financial Fraud, we talk with the co-founders of EverSafe, a service that shields you and your loved ones from financial fraud through monitoring accounts for unusual activity and sending alerts to you and anyone you designate as a trusted advocate. Keeping your finances secure and avoiding fraud and scams are increasingly important in today’s world.

We are very pleased to host the two co-founders of EverSafe: CEO and technology expert Howard Tischler and Chief Operating Officer Elizabeth Loewy, former Chief of the Elder Abuse Unit in the Manhattan District Attorney's Office.

Included on the panel from the Millstone Evans Group are Sacha Millstone, president and the podcast host, along with the firm’s Life Cycle Planning Specialist Toni Noto, Director of Operations and Financial Planning Associate Martial Frindethie, and Dave Singleton, communications leader and longtime client.

In this episode, we share:

Stories about the widespread prevalence of scams that prey on people of all ages, especially the elderly.

Tips to protect you and your family from financial fraud.

The easy way to set up a trusted advocate with whatever level of access to your accounts you choose.

How to easily sign up for EverSafe weekly alerts and how to contact their customer service when needed.

We also spotlight two longevity services – Clear Match Medicare and Everplans. Along with EverSafe, these three are complimentary, added-value services that The Millstone Evans Group offers its clients.

Show Notes:

In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way.

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Visit The Millstone Evans Group website for more information about the company.

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