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You’ve worked hard to build your financial security—now it’s time to protect it. This seminar will help you safeguard your investments, make confident financial decisions, and steer clear of fraud. A representative from the U.S. Securities and Exchange Commission’s Office of Investor Education and Advocacy will lead the discussion.

 

• Overview of the SEC – How the SEC works to protect investors.
• Smart Investing Strategies – Practical tools for risk management, diversification, funds, and questions to ask before investing.
• Avoiding Fraud – How to spot red flags, recognize persuasion tactics used by fraudsters, and common types of fraud.
• Retirement-Age-Specific Planning – Focuses on document organization, and the benefit in sharing “trusted contact” information with your brokerage firm or advisor.
• SEC Resources – A brief look at SEC resources such as Investor.gov and various means of contacting the SEC.
• Q&A to follow

Protect the retirement security you’ve earned and walk away with the knowledge to help keep your investments safe.

• Free to attend
• RSVP below or at the Front Desk. Please update your registration if your plans change
• Open to residents and 1 guest
• Capped at 40