Stay One Step Ahead of Scammers

At Summitry, we believe peace of mind is just as important as portfolio performance. In today’s hyper-connected world, protecting your financial well-being means more than smart investing—it means staying alert to new forms of fraud that target even the most careful individuals. 

We’ll share insights from Charles Schwab’s latest research on how modern scammers operate—and what you can do to stop them. 

In this webinar, you’ll learn: 

• How criminals exploit everyday behaviors and online information 
• The most common scams targeting investors and retirees 
• How to spot red flags in emails, texts, and calls 
• Simple steps to strengthen your digital defenses 
• What Summitry and Schwab do behind the scenes to help safeguard your assets

We help clients navigate life’s transitions with confidence. Understanding the evolving threat landscape is part of that journey.