How to Protect Yourself from Financial Scams & Protect Your Assets

Join us for an educational workshop hosted by Jim Bertram, an investment advisor with Baynes Investment Counsel, to learn about how to recognize and avoid fraud as well as protect and provide privacy for your assets.

The discussion will cover:

Protecting your Personal Information

Common Scams

Safeguarding your accounts

Owning assets in Trust for Privacy

Recognizing Fraud