• Wednesday May 18, 2016
• Start Time: 7:30AM
• End Time: 10:00AM
• Garden of Gods Club, 3320 Mesa Road

“Cyber Security – How to Protect Your Clients and Your Practice”
Ameriprise will present a 30-minute special session on Succession Planning immediately following our Cyber Security program.

Our Presenter, Craig Carnick, CFP, is a 37-year veteran of the financial services industry. Over this time period, Craig has pioneered many aspects of the financial planning profession, served a central role as an information technology guru and now, is Chief Compliance Officer for a rapidly-growing wealth advisory practice. This fast-paced presentation will cover the cyber security basics for planning and advisory firms so they can avoid falling prey to the rampant criminal enterprises that use the internet to attack businesses and individuals every minute of every day.

 

 

1 CFP^® CE, Colorado Insurance CE (TBD)