Jeff Lanza -Retired FBI Agent & Cybersecurity Expert

Simple Safeguards : Staying Safe from Cybercrime and Identity Theft

Lexington Wealth ManagementLWM is fee-only and structured to mitigate conflicts of interest. We take no commission or soft dollars; we offer no prepackaged models. We recommend and construct the financial framework that aligns with and works hardest to meet your goals.We listen. Then we add in insights from nationally-recognized financial and tax planners, sophisticated research, a comprehensive reporting package, forward-thinking investment strategies—and lots of conversations with clients.Today, Lexington Wealth Management has over $2.2 billion of assets under advisement and serves more than 800 individuals, wealthy families, and small businesses with a net worth in the $2 million to $150 million range. We’re based in Lexington, MA, but we serve clients all over the world— and we’re happy to come to you wherever that may be!

Lexington Wealth Management

Learn how to protect yourself from cybercrime and identity theft with Jeff Lanza

Belmont Country Club

Join us for an engaging and eye-opening presentation by Jeff Lanza, retired FBI Special Agent and nationally recognized cybersecurity expert. In this timely session, Jeff will share practical strategies to protect yourself from identity theft, cyber fraud, and the growing threat of AI-assisted scams. Drawing from over two decades of experience investigating cybercrime, Jeff delivers real-world solutions in an entertaining and informative format.Whether you're a financial professional, business leader, or simply want to safeguard your digital life, this session will empower you with simple, effective tools to stay safe in today’s connected world.Topics include:<ul><li>Preventing email hijacking and account takeovers</li><li>Spotting phishing and tech support scams</li><li>Using two-factor authentication and secure mobile practices</li><li>Avoiding wire transfer fraud and gift card scams</li><li>Understanding AI-driven threats and how to counter them</li></ul>Come enjoy drinks, hors d'oeuvres, and insightful conversation as we explore how to stay secure in the digital age.