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