Join Us for Our Webinar, and Step Up Your Cybersecurity Savvy!

Cybersecurity

Join Us for Our Webinar, and Step Up Your Cybersecurity Savvy!

While identity theft is nothing new, the pandemic has magnified many cybersecurity issues. If you’re like me, you’ve been doing more online ordering and providing additional information on the web to facilitate home deliveries and curbside pickups. 

This heightened information sharing has led to more information gathering … and not just by the companies we chose to do business with. Cybercriminals are also on the hunt for our personal information — and many have increasingly been using it to their benefit over the last couple of years. 

As we highlighted in 12 of the Dirtiest Tax Scams & Schemes from the IRS, pandemic scams were on the rise over the last year. To combat them, we also let you know about Card Sharks and how you can keep yourself safe from credit card fraud. And we covered some identity protection basics in Modern Financial Planning: Personal Data Security

But we’re taking it a step further with next week’s client benefit webinar. In fact, we’ve invited an award-winning presenter to help you take your cybersecurity savvy up a notch.

Staying Ahead of Identity Thieves and Scam Artists: Learn from the Colorado Bureau of Investigation

Register for our Nov. 18 webinar and learn how you can protect yourself from cybercriminals! Guests are welcome, so we encourage you to extend an invitation to others.

Time: 4 p.m. (mtn)
Date: Thursday, Nov. 18
Location: via Zoom

About Our Presenter, Hazel Heckers

Hazel Heckers is the victim assistance coordinator with the Colorado Bureau of Investigation. In addition to educating the public and providing professional training, she works with a team specializing in serving victims of identity theft and fraud. Hazel also serves co-victims of cold case homicides and missing persons cases, providing support systems for families of missing persons.

“Hazel worked to establish the first 24 Hour ID Theft and Fraud Hotline in the nation and was in the forefront in bringing the issues of Medical ID Theft, Child ID Theft, Family Violence and ID Theft, and Disaster Response Related ID Theft and Fraud to light. She is considered a national expert in ID Theft, Fraud, related Cyber Crimes and Romance Scams.”

Hazel was nationally recognized in 2014 as the recipient of the U.S. Department of Justice National Crime Victim Service Award. She was also honored as Woman of the Year from Domestic Violence Initiatives.

About Our Webinar

In her presentation, Hazel will update you on the ever-evolving tactics that scammers and identity thieves use to steal your information, money, identity, and more. And she’ll share red flags that could indicate that a cybercriminal is after you. When you’re aware of the tricks these predators use, you can take action and avoid falling into their traps.

Hazel will also be hosting a question-and-answer session after her presentation so you can ask your most pressing questions. As moderators, your FPFoCo team will do our best to keep your queries anonymous so you can ask both hypothetical and real-world questions — including those you might be dealing with right now.

We hope you’ll join us at 4 p.m. next Thursday, Nov. 18. Register today, and get ready to stay ahead of the identity thieves and scam artists!

Not a client yet? See if our ensemble approach is right for you.

Head to our Comprehensive Services page to learn more about what we do for our clients.

Regina Neenan
regina@fpfoco.com

Regina Neenan is a CERTIFIED FINANCIAL PLANNER™ professional and the Director of Cash-Flow and Insurance Planning at Financial Planning Fort Collins. With a lifelong passion for personal finance, they have been serving FPFoCo clients since 2018. You can learn more about Regina on our About page.



Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Do you have a cash surplus? Learn more what to do with extra money in the free-preview of our Teachable course: Sudden Money and Windfalls.

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Are you here because of a big change in your finances? Subscribe for our PDF on 6 questions to learn the benefits of working with a full-time fiduciary.

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Inheriting Money Can Be Overwhelming.
We have the expertise to be your guide as you navigate receiving a windfall.
Equity Compensation Can Be Confusing.
Let us make it less complicated for you. Whether it’s a one-time award or ongoing compensation, we know how to help.
Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
FEE SCHEDULE
Unless there is truly unique or extraordinary complexity associated with a client’s situation and financial circumstances, our fee will be based on the market value of the assets under management (AUM) for investment management services, subject to a minimum fee of $500 per month. The fee is blended and calculated using the following schedule. We do not require a minimum investment of any amount.
Assets Under Management Annual Fee
$0 - $1,000,000 0.60%
$1,000,000 - $3,000,000 0.50%
$3,000,000 - $5,000,000 0.25%
$5,000,000 and above 0.10%
Accumulators: Building Your Nest Egg
Our process helps those saving for their future with the following:
  • Cash-Flow Planning:
  • Estate Planning:
  • Insurance Planning:
  • Investment Planning:
  • Tax Prep & Planning:
  • Optimize your spending and savings.
  • Protect yourself and your loved ones.
  • Safeguard your earnings and assets.
  • Grow your wealth.
  • Get savvy with your strategy.
Ready to take the next step?
Retirees: Living Off of Your Nest Egg
Our process helps those nearing or in retirement with the following:
  • Cash-Flow Planning:
  • Estate Planning:
  • Insurance Planning:
  • Investment Planning:
  • Tax Prep & Planning:
  • Maintain your comfortable lifestyle.
  • Align your legacy with your intentions.
  • Protect your nest egg.
  • Don’t outlive your assets.
  • Never overpay the IRS.
Ready to take the next step?