Money Matters—Steps to Avoiding Scams
Tuesday, August 14, 2018 | 5:00pm - 6:30pm
Money Matters —Steps to Avoiding Scams—provides participants with a basic understanding of the types of scams targeting seniors and how to protect themselves from becoming a victim. This training is designed for those struggling to make ends meet on a fixed income. Buck Klintworth, portfolio manager with Chase Investment Counsel Corporation, facilitates this series.
Have you ever been taken advantage of or know someone who has been scammed? Did you or the person you know report the scam or fraud incident to authorities?
If you haven’t experienced a scam or swindle, unfortunately, there’s a very good chance you will face one at some point in your life. It might be as simple as a phone or email scam, but if you don’t know what to look for, the scam can spiral out of control.
Objectives of the training are:
- How Much Do You Know About Scams & Swindles?
- Why You’re at Risk for Financial Scams
- The Usual Suspects & Types of Scams
- Protecting Yourself & Loved Ones from Scams & Swindles
- Resources to Report Scams & Financial Abuse
This is a free, educational event—NO financial products will be sold.
ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee.