Protecting Your Online Identity

May 22, 2019
3:30 - 6:30 p.m.
Boulay
7500 Flying Cloud Drive, Suite 800, Eden Prairie, MN 55344

 

Investors are often concerned with securing their online identity and keeping their home and family safe, but what best practices and resources are available? Staying ahead of potential risks and getting practical advice on security threats and appropriate risk mitigation strategy are key to protecting yourself against cyber fraud. Join us for appetizers and a happy hour as Jon Dougherty, Managing Director with Fidelity Security Services, discusses personal security topics and how to leverage best practices and resources to help maintain your family’s safety and security.

Topics will include:
• Preventing Online Fraud (e.g., enhanced log-in security)
• Digital Footprint / Online Presence
• Vetting Household Help
• Residential Safety & Security
• Preventing Elderly Exploitation
• Travel Security

 

Agenda:

 

3:30 - 4:00 - Registration and Social
4:00 - 5:30 - Presentation
5:30 - 6:30 - Social Hour

 

Featuring:

 

Jon Dougherty, Managing Director, Personal Security Education Program, Fidelity Investments
Jon manages the Fidelity Securities Services program, which focuses on security education and mitigation strategies for Fidelity’s personal and institutional investors. Prior to his current role, he served as vice president of risk technology services in support of Fidelity’s global security operations, Fidelity’s 24x7x356 emergency management, alarm monitoring, event and crisis management operations, where he was responsible for the planning, forecasting and oversight of solution delivery and support teams. He is a certified fraud examiner and is a member of ASIS International.

 

Click here to register today!

 

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Prime Global is not affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc.