The session will discuss cybersecurity for financial professionals and their clients as well as discuss the threat of scams and identity theft to financial professionals and their clients. We will also discuss how to protect yourself and your clients from these dangers.
Understand the landscape of federal and state cybersecurity laws that CPAs, attorneys and financial professionals should be abiding by to better protect their clients' data and reduce their own risk exposure.
Identify popular scams that are targeting your clients and you and understand why and how you and your clients are susceptible to them.
Learn how to educate your clients about the steps they should be taking to protect themselves from identity thieves, hackers and scams.