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
Fraud Prevention Strategies: What It Is and How to Protect Yourself
Clean Yield hosted a webinar, “Fraud Prevention Strategies: What It Is and How to Protect Yourself.” This summary includes resources to help you prevent fraud.
Read More >
Supporting Local News and Democracy
Clean Yield is proud to announce it will provide an annual donation to support the American Journalism Project for the next three years to further AJP’s investments in local journalism to support preserving our democracy, increasing civic engagement, and depolarizing communities.
Read More >
Clean Yield in Conversation: Market Outlook October 2025
Clean Yield’s Liz Levy reflects on the third quarter and describes how our 2025 investment strategy continues to focus on being prepared in the face of uncertainty.
Read More >