• New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself

  • Nov 19 2024
  • Length: 8 mins
  • Podcast

New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself

  • Summary

  • Send us a text

    In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses the growing threat of new account fraud targeting high-net-worth investors. Learn about the tactics used by scammers and discover essential tips to protect your wealth.

    Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

    Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.

    This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

    Let's Connect!

    Visit our Website: Capital Wealth Group

    Please Subscribe: To our Newsletter/Podcast

    Schedule a Free Introductory Call Today! (30min)

    Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.

    Any Questions or Topic Ideas? Send me an email at George@capitalwealthplan.com



    Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.