Broker Check

Elizabeth P. Sampson, CFP® and Richard J. West, CMFC®
Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 13, 2019

6:30p - 8:30p

Roundabout Diner

Identity Fraud Seminar - Portsmouth, NH

Jeff Lanza, a retired FBI agent and security expert uses real life examples of the latest hacks, scams and tricks to demonstrate how fraud occurs and what countermeasures individuals and small business owners can take to combat the innovations of criminals. This non-technical presentation will benefit everyone. You will learn simple and proven approaches to recognize and prevent both traditional and cyber fraud.

June 12, 2019

6:30p - 8:30p

Crowne Plaza

Identity Fraud Seminar - Woburn, MA

Jeff Lanza, a retired FBI agent and security expert uses real life examples of the latest hacks, scams and tricks to demonstrate how fraud occurs and what countermeasures individuals and small business owners can take to combat the innovations of criminals. This non-technical presentation will benefit everyone. You will learn simple and proven approaches to recognize and prevent both traditional and cyber fraud.

Event Registration