Speaker Series: Fraud Prevention – What to Look For & Tips for Individuals
On November 20 at 4 p.m. EST, Clean Yield will host a webinar on fraud — something that about one-third of Americans experience every year. Financial scams, fraud schemes, and identity theft have surged in the last 5 years, increasingly targeting individual investors, small business owners, and older adults.
Mike Pieciak, Treasurer of the State of Vermont, Aoife Ridge, Director of Advisor Services Fraud Prevention at Charles Schwab & Co., and Victoria Lloyd, Founder and Principal at Athena Advocacy, will join us to discuss the most common types of fraud, share key warning signs to watch out for, and offer practical steps you can take to protect yourself and others. Clean Yield’s Dorigen Hofmann and Walter Anderson will moderate.
Learn More About the Speakers
Mike Pieciak, Vermont State Treasurer
Aoife Ridge, Director, Advisor Services Fraud Prevention, Charles Schwab & Co.
Victoria Lloyd, Founder and Principal, Athena Advocacy
More News & Insights
How Shareholder Advocacy and Proxy Voting Can Drive Meaningful Change — and How You Can Help Protect It
For social investors, shareholder advocacy provides a powerful mechanism to push companies toward responsible practices and help shape industry-wide standards.
Upcoming Speaker Series: The Role of Private Capital in Building Affordable Housing for Resilient Communities
We invite you to join us on March 31 at 3 p.m. ET to participate in this critical conversation on affordable housing.
Proxy Voting: A Critical Tool for Individuals and Investors to Influence Corporate Behavior
Learn how proxy voting gives equity (stock) investors a powerful tool to pressure corporations to act more responsibly.