Events

MAKING YOURSELF A DIFFICULT TARGET FOR CYBERCRIMINALS 

Presented by David McSweeney, VP Client Assurance for Fidelity Investment’s Information Security Office

July 24, 2024 | 8:00 – 9:00 AM
Virtual Event Via Zoom

CLICK HERE TO REGISTER

 

For many clients, oversight of meaningful controls around their digital day-to-day life could contribute to them being targeted by financially motivated cybercriminals.  Fidelity has extensive experience in this area and shares ideas to help clients make themselves a harder target.

Subject matter experts from Fidelity’s Enterprise Cybersecurity group will discuss the current cyber fraud threat landscape, what Fidelity does to protect client accounts, and what clients can do to better protect themselves from those threats.

 

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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.