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We all have the best of intentions for ourselves and others, but we don’t always know how to act on them. Everyone wants to be happy, healthy, and well, but not everyone knows how to pursue those desires. That’s where we can help. Through a series of conversations with experts in the fields of health, behavioral science, and financial education, we share insights and concrete steps you can consider to train your brain, adopt new behaviors, learn a few key financial skills, focus on mindfulness, and find out what happens when you Choose Well. Comments? Please email us at wellness@cpg.org.
Episodes
Thursday Nov 19, 2020
Avoiding Investment Fraud
Thursday Nov 19, 2020
Thursday Nov 19, 2020
How to spot and protect yourself from fraudsters
Krishna and Janet continue their conversation with FINRA’s Gerri Walsh. They talk about the tactics fraudsters use to target their victims, and Gerri explains why we’re susceptible to con games. She also reminds us that staying alert and informed is our best defense.
Resources for CPG Plan Participants:
- Learn how to protect yourself from financial fraud through our e-learning course.
Additional Resources:
- View FINRA’s website to learn how they are working to protect investors and ensure the integrity of our country’s financial markets.
- Research the background and experience of financial brokers, advisers, and firms with FINRA’s free online tool, BrokerCheck.