Event Recap: Shred & Sip with SWP – November 2014

Julian Makas, Founding Partner and Senior Security Services Engineer at ITEGRIATM, gave an eye-opening presentation on cyber-security and specific actions that should be taken to protect your information online.  Julian describes himself as a technophile – he craves tearing into new technologies not only to find out how they can be beneficial but also to see how they can be broken or manipulated in ways they were not meant to be.  With over 18 years of in-depth information systems exposure, Julian has firsthand experience on how drastically the evolution of technology has affected the world around us.

Julian’s presentation covered a number of topics including:

  • cyber-security myths and facts
  • anti-virus and firewall protection
  • password (or “pass-phrase”) best practices
  • password vaults
  • email attacks
  • two-factor authentication
  • encrypted web browsing

Stay informed!

In addition to learning about cyber-security, guests were able to destroy sensitive documents via Opportunity Secure Data Destruction‘s (OSDD) mobile shred truck. Together we shredded over 1,000 lbs. of paper!

Financial Planning
The Power of Giving Now
When we reflect on what to do with our wealth as we grow older, we tend to first think about where our money will go after we pass. Recently though, more and more people are shifting their perspective on passing down their wealth from an inheritance-focused view to a more immediate, experience-focused one. Instead of saving every available dollar for their estate, people are using some of those assets to fund unforgettable family vacations, meaningful experiences with friends, and other memories that last a lifetime. People are also investing in their loved one’s lives while living, offering to contribute more to wedding costs, housing down payments, and business funding.
Read More
Financial Planning
Investing a Large Cash Inflow: All at Once or “Spread It Out”?
At some point in your life, you may be faced with managing a large cash inflow. Selling a business, collecting a deferred compensation payout, and receiving an inheritance are a few of the most common reasons. Regardless of the source of this money, you will have to decide what to do with it. It’s an age-old investing debate: should I invest the cash all at once, or stage into the market over time?
Read More