In today’s environment, financial security extends beyond portfolios. It requires disciplined management of both physical records and digital access points. We are hosting a private client event designed to address both.
This experience combines secure document destruction with a strategic cybersecurity briefing, giving you practical tools to reduce exposure to identity theft, fraud, and increasingly sophisticated online threats.
What This Experience Covers
- Secure disposal of sensitive documents (tax returns, account statements, medical records, and legacy files)
- A clear understanding of today’s most relevant fraud and cyber risks targeting individuals, families, and high-net-worth households
- Practical, high-impact steps to strengthen your personal financial security across devices, accounts, and online activity
- Direct access to a cybersecurity specialist during a live Q&A session
What to Expect On-Site
- Confidential, on-site document shredding (up to 3 boxes per household)
- A focused cybersecurity briefing with actionable guidance
- A private, well-paced environment with light refreshments
Featured Speaker: Whitney Coleman
Senior Cybersecurity Consultant, LPL Financial
Whitney Coleman brings over 16 years of experience in information security and risk management. Her background includes work with organizations such as Deloitte, the Department of Homeland Security, and the Drug Enforcement Administration. She specializes in helping individuals and organizations identify vulnerabilities and implement practical, effective safeguards.