Financial fraud is on the rise. According to the Federal Trade Commission’s annual report, Identity theft incidents alone increased 47% in 2015.
Learn how to steer clear of financial fraud at the second in our series of Financial Literacy Seminars: Financial Self-Defense. During our time together we’ll help you improve your ability to spot the warning signs of financial fraud by sharing:
– How to identify common situations where consumers might be victimized
– Case studies of consumer financial abuse
– Ways you can protect yourself from financial fraud or abuse
The Financial Self-Defense Seminar will be held at our Hatfield office Thursday, May 19, 2016. For your convenience, we are offering this seminar at 3:00-4:00pm or 5:30-6:30pm.
We expect this seminar will be both educational and eye-opening, so please feel free to bring a friend, relative or colleague. Please RSVP by Friday, May 13, 2016 to Jen Norman. You may RSVP via email or call 215-723-4881, ext. 207 to let us know whether you would like to attend the 3:00pm or 5:30pm session.
Our Financial Literacy Seminars are for adults of all ages with any level of financial knowledge. They’re ideal for individuals desiring to improve their ability to manage their financial resources effectively to meet their goals and gain a lifetime of financial security.
Canon Capital Management Group provides a single source of financial and business services to help you make the right decisions. For more information, visit www.canoncapital.com or call 215-723-4881.
Can’t join us in person for today’s Financial Self-Defense seminar? Join us online!
The session begins at 3:00pm. Simply follow the instructions below:
Click here to access via your computer, tablet or smartphone.
You can also dial in using your phone: (571) 317-3122 Use access code 642-618-917.
We are pleased to announce the third seminar in our series on Financial Literacy, Financial Self-Defense Moves for Your Work Retirement Plan and IRA Assets. Taking place Wednesday, September 21st in our Hatfield location, we are offering two sessions so you may attend at your convenience. The first session will run from 3:00-4:00 pm and the second 7:00-8:00 pm.
You will learn:
• Strategies to maximize your account assets in time for your retirement
• Retirement plan expenses and how excessive fees can eat into your account returns
• Tax implications – whether to use pre-tax or Roth contributions
• Different account features – what they are and tips on how to use them
The information provided in this seminar is based on the recently-published book – Your 401k, The Danger Within – which was co-written by Dr. Peter Roland, Managing Director and one of the founders of Canon Capital, and Roger Levy, CEO of Cambridge Fiduciary Services, LLC. Roger Levy’s name might sound familiar to you because he filed an amicus brief in support of the plaintiff, 401(k) plan participants, in the recent landmark Supreme Court case, Tibble v. Edison International.
This seminar is provided free of charge and is for any individuals desiring to maximize the amounts accumulated in their retirement accounts and also to learn what to look for when reviewing account investments, expenses, and service features.
Our time together will be both educational and informative. Please feel free to bring a relative or friend who might benefit from the topic. Every attendee will receive a free copy of Your 401k, The Danger Within, and Dr. Roland will be happy to sign your copy.
RSVP by Friday, 9/16/2016, to Jen Norman. You may RSVP via email or call 215-723-4881, ext. 207. Please let us know whether you would like to attend the 3:00 pm or 7:00 pm session.
Canon Capital Management Group provides a single source of financial and business services to help you make the right decisions.