Stay Safe,
Stay Smart
Fraud & Scam Prevention
When
Tuesday, May 20th
10:30 am
Stay Safe, Stay Smart
Protect What Matters Most
Fraud and scams continue to evolve—and they affect people of all ages and backgrounds. Staying ahead means staying informed.
Join us for an engaging, informative seminar focused on recognizing and preventing financial fraud. Presented in partnership with Charles Schwab and Argent Bridge Advisors, this conversation will empower you with tools to protect your assets and your peace of mind.
Discussion Highlights
- The current fraud landscape and common scams
- Tactics used to target individuals and families
- Real-life case studies and red flags to look for
- Best practices to reduce fraud risk
- Simple, effective steps to help protect your accounts
Enjoy light fare and refreshments prepared by The Mather’s renowned culinary program, celebrated by The New York Times.
This is a meaningful opportunity to gather with others, ask questions, and gain practical knowledge to help you and your loved ones stay safe in an increasingly digital world.
Register for our Free in-person Educational Event!
We look forward to seeing you at our upcoming event and will be in touch with more details!
Featured Speakers
Alyce Phinney is a Private Wealth Advisor and Client Engagement Manager at Argent Bridge Advisors. She supports a wide range of client initiatives with a focus on personalized planning, education, and financial protection. Alyce regularly speaks with individuals and families about staying informed on evolving financial risks, including scams and fraud, and helps connect clients with the right resources to safeguard their assets.
Prior to joining Argent Bridge, Alyce spent over 15 years in luxury retail, leading high-performing sales teams at Bloomingdale’s and Neiman Marcus. She holds a B.A. in Psychology from Ithaca College, and has earned the SIE, Series 7, Series 66, and Life and Health Insurance licenses. She is also a candidate for CFP® certification and serves on the Merrimack Valley YMCA Camping Board.
Vernesa (“Nes”) Harper
Senior Manager with Advisor Services Fraud Prevention
Charles Schwab
Vernesa Harper (Nes) is a Senior Manager with Charles Schwab. She is responsible for supporting the Advisor Services Fraud Prevention Program, which includes implementing policies and controls related to risk mitigation, educating advisors and internal business partners on fraud prevention, as well as performing research, and identifying fraud trends related to fraudulent activity.
Nes has been at Charles Schwab for 29 years and has spent 24 years of her career at Schwab working in Fraud Investigations, Compliance and Risk Management. Nes has a B.A. in Mass Communications, and a MA in Education/Curriculum & Instruction. In 2018 Nes became a Certified Fraud Examiner, and she’s a member of the Association of Certified Fraud Examiners.
