Fraud & Scams: How To Help Your Client or Employer Spot A Scam And What To Do About it

Scams & fraud. What to watch for and how to protect against it. 

In an imperfect world, scam artists are aggressively trying to take advantage of us. In this presentation, Jeff Gregory BA, CFP, CLU, CHS, EPC will be discussing the various forms of scams that are and have occurred, signs to watch for and some courses of action that can be taken.

This event is sponsored by Jeff Gregory of Desjardins Financial Security Investments Inc.

10 Dec 2019, 5:30 PM

3 CPD hours

$85

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Course Description

This event will be held at the Donalda Club.  The structure of the event is as follows:

  • Reception (cash bar) – 5:30 p.m.
  • Dinner – 6:00 p.m.
  • Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.

The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 


Course Walkthrough

  • Certificate: Fraud & Scams: How To Help Your Client or Employer Spot A Scam And What To Do About it
  • Feedback / comments

About the Instructor(s)

Picture of Jeffrey Gregory
Jeffrey Gregory

Jeff Gregory– B.A., C.F.P., P.F.P., C.H.S. in Mississauga! Offering sound advice, planning and support with all your financial needs. Jeff Gregory works closely with clients in preparation for their present and future financial obligations.

He is constantly striving to help clients to reach their financial goals, and emphasizes awareness in “what if” situations, ensuring clients and their assets are always protected. For more information, or to consult with Jeff Gregory about your financial situation, please contact him today or visit him on Facebook. (905)366-4402 or Jeffrey Gregory Facebook

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