As Passionate Financial Educators we are able to share and teach to huge organizations about how they can add a tax free retirement to their portfolio and learn how to protect and grow their money!
Does your organization want to learn how to add this to your benefits package so you can protect and grow your money?
Since it’s the Season of Giving, our company will be able to provide a learn and luncheon for you and your organization, this month only!
Start your 2018 Financially Prepared & Financially Strong!
Proper planning prevents poor performance.
DM for inquiry and to schedule a day this month before it’s to late, we’re quickly getting booked.
*TAKE FIVE - TO STOP FRAUD*
I had a great time last night at an event organised by @Mumsnet and Take Five (https://takefive-stopfraud.org.uk) held at the @huckletree in Shoreditch, London. Take Five is a national awareness campaign led by FFA UK (part of UK Finance), backed by Her Majesty’s Government and delivered with and through a range of partners in the UK.
They want to encourage people to take a moment to stop and think before they give any information to strangers. The scammers are so clever nowadays that sometimes it is hard to spot them. They often target vulnerable people like, for example, the elderly.
Many people may already know the do’s and don’ts of financial fraud (that no-one should ever ask them for their PIN or full password, or ever make them feel pressured into moving money to a ‘safe account’). The trouble is that in the heat of the moment, it’s so easy to forget this.
That is why I feel it is very important to support this campaign too. The more people we can reach the better! Hopefully we will be able to improve the fight against Fraud. Please check out the advice and tips provided by Take Five (https://takefive-stopfraud.org.uk/advice/) so you can stay ahead of the scammers!
As well as learning how to protect yourself against financial scams and fraud, a group of lovely bloggers and I, were also spoilt through various luxury treats during the evening such as massages, make up and manicure to 'take five' and enjoy!
We also enjoyed some bubbles and Autumn canapes from @Humdingers Hoxton. It was so good that it all went very quickly! #Yum
As you can see it was a successful night. Please check out my Facebook Page for a summary of the night as well as some tips we learnt so hopefully you can apply them and recognise situations where you can avoid being scammed.
Have you been a victim of any kind of scam? Have you received those strange emails coming from your bank where they ask you to give your bank details? Or have you received that typical Broadband call that is telling you that someone has hacked your account? If so, please share your experience in the comments below.
14 days ago
Public enemy #1: Cyber Fraud!! We are seeing this more & more in our business as well as others. If you are transacting large sums of money, it is best to get a cashier’s check from your bank & take it to closing. If you do decide to wire funds, make sure to give the person you are working with a phone call to insure it is who you think it it is. Hackers are doing a great job at hacking into Realtor’s, Lender’s, & Title company’s emails! Please be safe & protect your cash #publicenemy#cyberfraud#hacker#hacking#wire#money#protectyourmoney#doublecheck#realestate#cashierscheck
15 days ago
Making a complaint to your financial institution - The steps for making a complaint to a bank or other federally regulated financial institution.
Banking: rights and responsibilities - Opening a bank account, cashing cheques, account fee increases, joint bank accounts and more.
Credit and loans: rights and responsibilities - Understanding the terms and conditions of loans, lines of credit and more.
Credit cards: rights and responsibilities - Applying for a credit card, changes to your credit card agreement, interest-free grace periods and more.
Savings and investments: rights and responsibilities - Your rights as an investor in registered savings plans or other investment products.
Mortgages: rights and responsibilities - Applying for a mortgage, making prepayments, renewing your mortgage and more.
Receiving financial documents electronically - Your rights and responsibilities when choosing to receive financial documents in electronic format.
Prepaid cards: rights and responsibilities - Your right to information about fees, expiry dates, what has to appear on the card and more.
Consenting for optional products - Your right to information before and after you consent to an optional product or service.
Tied selling - Your rights when being solicited to buy additional products or services from a bank.
Clear disclosure on your financial documents - Your right to receive financial documents in language that is clear and not misleading.
Small businesses: rights and responsibilities - What small and medium-sized businesses can expect when dealing with a bank.
Protection against unauthorized transactions - How you're protected if someone uses your credit or debit card without your permission.