On the Cyber Monday I thought it would be appropriate to share information from a recent event that we hosted to help our clients learn how to protect their personal information from various cyber security related attacks. The expertise provided in the presentation came from local FBI agents who generously volunteered their time to educate and enlighten us about the ever-changing threats that most of us are exposed to. A BIG Thank you to our local agents!
An important takeaway from the event was that awareness of the potential threats leading to preparation are key to avoiding exposure to various schemes. Cyber security crimes are scary and we can often feel helpless in protecting against them. But the good news is, there are steps that can be implemented to significantly reduce our chances of becoming victims. We learned that the majority of crimes can be prevented if proper vigilance is applied.
Below you will find presentation slides containing valuable information and resources.
What is Ransomware?
Steps to take if you’ve been affected by Ransomware.
Compromised email scenario.
Steps to take if your emails have been compromised.
Threats related to your Social Media accounts.
Incident reporting resources.
Imposter Scams – over the phone.
Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®) and the owner of Cascade Financial Strategies. CFS is a registered investment advisor licensed in Oregon, California and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG) criteria into portfolio construction.
GET STARTED WITH A COMPLIMENTARY PORTFOLIO IMPACT ASSESSMENT
CONTACT US
Phone: 541-678-5475
Fax: (541) 678-5476
E-mail: [email protected]
ADDRESS
243 SW Scalehouse Loop, Suite 1A,
Bend, OR 97702
PHONE
A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies