Security and Privacy Issues for Fiduciaries and Clients Luncheon

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Date and Time

Location

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Event description

Description

Prairie Trust™ invites you to a complimentary luncheon webinar on the Security and Privacy Issues for Fiduciaries and Clients.

This two-hour Briefing reviews the privacy compliance and cybersecurity concerns for fiduciaries and clients, which includes providing personal security for clients and their families as well as the security of physical and electronic data. Discussion highlights include:

- Security of written data
- Security of electronic data
- Protection against cyberattacks
- Protection of tangible assets
- Personal safety steps for clients and fiduciaries

Speakers (via webinar):

Thomas W. Abendroth, Partner, Schiff Hardin LLP
Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

To reserve your seat, please RSVP by Tuesday, February 5.

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Continuing Education:

Attendees may receive up to 2.0 hours of Continuing Legal Education (CLE) credits for participating in this group-live Briefing. We will submit for CLE approval after each program. A sign-in sheet will be available at each session.

ABA Professional Certifications approved this program for 2.5 CTFA and 2.5 CSOP continuing education credits for the live program and the recording.

The Certified Financial Planners Board has approved this briefing/webinar for 2.0 continuing education credits. Recordings are not eligible for CFP credits.

This group-live event is eligible for 2.0 CPE credits for CPAs (Business Management and Organization). Recordings are not eligible for CPE credits. No prerequisites required.

Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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