Webinar Recap: Avoiding Financial Fraud

Dear Friends of Integris, 

Thank you to everyone who joined our recent webinar on Avoiding Financial Fraud. It was an engaging and eye-opening session led by wonderful speaker, Vernesa (Nes) Harper, Senior Manager on Schwab’s Advisor Services Fraud Prevention Team. Nes shared valuable insights into today’s most common fraud schemes, how scammers target individuals, particularly seniors, and the practical steps we can all take to safeguard our personal and financial information. 

For those who were unable to attend, Nes has generously provided several helpful fraud–prevention resources, which can be found below. 

External Resources: 

• Pass It On | Consumer Advice (ftc.gov) 

• Serve Our Seniors by NASAA.org

• AARP BankSafe: Protection Against Financial Exploitation 

• Fraud and scams | Consumer Financial Protection Bureau (consumerfinance.gov) 

• Internet Crime Complaint Center(IC3) | Elder Fraud 
• Senior Investor Protection Toolkit – SIFMA – Senior Investor Protection Toolkit – SIFMA 

We hope you find these materials helpful as you continue to stay informed and protect yourself and your loved ones from financial fraud. Please reach out if you have any questions or would like to discuss any of these topics further.