John G. Ullman & Associates would like to personally invite you to our JGUA Community Education Series at Keuka College, which carries a focus on the different ways you can protect your wealth! The presentation, scheduled to be held Tuesday, February 7th from 5:30 p.m. to 7:30 p.m., will be the LAST of the “Protecting Your Wealth Winter Series”!
JGUA Executive Vice President and COO, Jason Nickerson, CFP®, EA, and Associate Advisor, Andrew Baron, CFP®, EA, will team up to present on the different ways you can protect your wealth from tax fraud and scams!
Some of the key points covered in the presentation will include:
? How crucial protecting your personal information is to preventing tax fraud
? Identifying the different types of fraud: identity theft, phishing, fake charities
? How to build habits of questioning if something appears “too good to be true”
? Use of the IRS Identity Protection Pin
? The importance of staying up to date with financial and credit reports to detect