Lunch & Learn: 5 Steps for CyberSecurity that all Financial Professionals Need to Know

    April 28, 2021
    12:00 PM - 1:00 PM
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    Zoom Call


    Lunch and Learn with the FPA-LI

    5 Steps for Cybersecurity That all Financial Professionals need to know

    Did you know that 64% of Americans have experienced data theft?
    We live in a time where identity theft is a new norm, and for financial professionals being safe and protecting our own identities is not only vital but it is also vital to our clients.

    Clients not only want to know that we are safely communicating with them, but that their information is secure, and their identity is protected when they become a client.

    Learn how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity.

    During this session you will know how your information is being leaked, have the tools to protect you, your family and your clients, and you will feel safer navigating the internet.

    Complimentary Attendance For Members of the FPA-LI
    $10 for Non-MEmbers 

    As an investment professional, with over 33 years of experience in the financial services industry, and President of his own independent financial services firm, Craig Ferrantino understands the importance of cybersecurity as it relates to financial professionals and their clients. 

    Craig J. Ferrantino, CWS® 
    Craig James Financial Services

    Craig J. Ferrantino, CWS® and Certified Financial Fiduciary® is on a mission to help financial professionals build and grow their practices. Fueled by being a life-long tech geek and overall technology enthusiast, he is now leading the charge to educate professionals across all industries about the importance of cybersecurity.  Craig is a graduate from Columbia University and has over 33 years of experience in the financial services industry.  He is a Certified Financial Fiduciary® as well as a Certified Wealth Strategist® and founded his own independent financial services firm in Melville, NY. You can listen to Craig’s economic update on the radio every morning at 7:20 AM on station 103.9 FM LI NEWS RADIO and will often see Craig quoted in Newsday and other local new publications. Craig serves as the Chairman for the FPA of LI and is sought out to speak at educational events for financial professionals throughout the year.

    Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.