Event Recap: Protecting Yourself from Cybercrime

Strategic Wealth Partners recently hosted a panel discussion on how you can protect yourself from cybercrime. The panel, moderated by Tom Buhrmann, Wealth Advisor, featured Adam Moseley, Managing Director at Charles Schwab Advisory Services and Lindsay Pflug, Manager of Training & Process Development. The panel fielded questions from the audience and shared tips and tricks on how to protect yourself online.

While a myriad of topics were covered, a primary point of discussion was email phishing attempts. “If you think an email is suspicious and you don’t recognize the sender, it is best to delete it and not click on any links,” Moseley said. Pflug added, “Even if the email is from a sender you recognize, such as your bank, you should never click on a link in it to login to your account. Instead, search using your browser and go to the institution’s main website and enter your credentials there”.

With October being National Cybersecurity Awareness Month (NCSAM), we’d like to remind you that your privacy is important to us! You can read about how we protect your information here. Additionally, you can read about some of the ways you can protect yourself here.

We will be hosting a similar event again on cybercrime and awareness on October 24 from 5:00 – 6:30 p.m. near our Milwaukee office. Please contact us if you are interested in attending.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

Financial Planning
How We Find Comfort in Uncertain Times: A Guide for Investors
In the ever-changing landscape of the global economy, investors will be navigating potentially unfamiliar waters during the last couple of months in 2023. Uncertainty seems to be the only constant, with markets fluctuating as geopolitical tensions are rising. Despite all the question marks on what will happen in the short-term, there are some things that can be done to help keep investors at ease.
Read More
News
David Copeland interviewed by RIA Channel
At the 2023 CAIS Alternative Investment Summit, SWP Co-Founder and Principal David Copeland sat down with RIA Channel’s Founder and CEO Julie Cooling to discuss how he uses alternative investments in client portfolios. You can listen to the interview by clicking below.
Read More