Secure Your Data and Protect Your Legacy Workshop
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on if we want to ensure our family’s taken care of now and in the future. That’s why the team at Vance Wealth wants to help you prepare for the what-ifs, worst cases and tough eventualities.
During this workshop, our trusted advisors will provide the care, knowledge and tools you need to secure your online information from current risk, as well as protect that information for generations to come. We will cover common cyber security threats and practices, so you can feel confident today. Then we’ll show you how to protect your legacy, so you can have trust in the future.
Safeguarding your legacy is so much more than passing on financial information; it includes your health wishes, vital legal documents, financial information, and even the recipes and stories passed down from generation to generation. You’ll learn:
- How to protect yourself against email hacking, phishing scams, wire transfer fraud and more
- Tips and tricks to spot common security issues you may not even know about
- How to organize and safeguard your information through a program called Everplans
- How we can help protect your information online and for generations to come
- Bonus: Shred your old financial documents! (Here’s what to bring!)
We want to help you establish a plan for today with a vision of tomorrow. Let us help protect your family against the toughest of times, so we can empower you into the best of times.
Thursday, October 3rd 2019
Flintridge Retreat Center
236 W. Mountain St. #117
Pasadena, CA 91103
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
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(Thursday) 12:00 pm - 1:30 pm