Fraud & Scams: How To Help Your Client or Employer
Fraud & Scams: How To Help Your Client or Employer Spot A Scam And What To Do About it
Desjardins Financial Security Investments Inc.
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Join us on July 31st.
Scams & fraud. What to watch for and how to protect against it.
In an imperfect world, scam artists are aggressively trying to take advantage of us. In this presentation, Jeff Gregory BA, CFP, CLU, CHS, EPC will be discussing the various forms of scams that are and have occurred, signs to watch for and some courses of action that can be taken. If you have worried about how to handle a present case, have a story to share with a past situation or want to know how to potentially protect your client, employer and those around you from these acts, please do come and listen to this presentation.
We welcome not only members, but a spouse, partner and possibly a parent of members to attend and engage in open conversation about fraud, scams to us and the elderly.
Our Speaker-Jeffrey Gregory
Jeff Gregory– B.A., C.F.P., P.F.P., C.H.S. in Mississauga! Offering sound advice, planning and support with all your financial needs. Jeff Gregory works closely with clients in preparation for their present and future financial obligations.
He is constantly striving to help clients to reach their financial goals, and emphasizes awareness in “what if” situations, ensuring clients and their assets are always protected. For more information, or to consult with Jeff Gregory about your financial situation, please contact him today or visit him on Facebook. (905)366-4402 or Jeffrey Gregory Facebook
Time: informal networking & registration starts at 6:00 PM; Dinner at 6:30 PM; Speaker at 7:15.
Location: Weston Golf and Country Club, 50 St. Phillips Road Etobicoke, ON Free parking
- Meeting fee of $49.00 covers a buffet of salad, roasted chicken, veggies, potatoes, pop, taxes, & tip.
- A vegetarian option is available on request. Send an e-mail to Paul Calleri at firstname.lastname@example.org
- Cash bar for alcohol, beer and juice beverages.