Events

Securing Your Digital Life

November 20, 2026 | 9:00 AM
Virtual Event Via Zoom

CLICK HERE TO REGISTER

As cybercriminals continue to target investors through increasingly sophisticated fraud schemes, strong digital security practices are more important than ever. In this session, we’ll provide an overview of today’s cyber and fraud threats facing investors, and share simple, actionable steps you can take to help secure your digital life. Our goal is to help you better understand the risks and feel confident in the measures you can use to stay protected.

David McSweeney
Vice President, Enterprise Cybersecurity Group, Fidelity Investments

David McSweeney brings nearly 30 years of experience in cybersecurity and investigations. He currently leads a team within Fidelity’s Cybersecurity group focused on educating institutional and strategic clients on emerging cybersecurity and fraud threats. The team’s work highlights Fidelity’s commitment to cybersecurity, technology risk management, and data privacy. Previously, David directed client incident response efforts within Fidelity’s Financial Intelligence Unit. He also brings experience from a prior role at a global consulting firm specializing in digital forensics and cyber incident response, as well as a 24-year law enforcement career focused on cyber investigations.
 

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Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 09/30/21.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with BrutonChisnell Advisors LLC (BCA). Fidelity is a service provider to BCA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information and content herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National
Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 979899.2.0

*There are no prerequisites or advanced preparation required for this group internet-based workshop. The program level is beginner. Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

**IRS – course is approved for Enrolled Agents (EA) and Return Preparers (OTRP) for (Federal Tax Law / Federal Tax Related)

Bruton Chisnell Advisors, LLC, Bruton Chisnell Partners, LLC, Ed Slott & Company, and Fidelity are separate entities from Valmark Securities, Inc.