Meeting capacity:
Suggested Donation:
FENG FORUM
Title: Senior Financial Exploitation
Speaker: Paul Graser, CFE - Field Supervision Director on the Senior Client Protection Team with Edward Jones
Agenda:
- 7:30 - 8:00 a.m. - Networking & Complimentary Continental Breakfast
- 8:00 - 9:00 a.m. – Presentation (Questions will be at speaker’s discretion)
Presentation:
- Typical scams including why and how they work
- Financial Impact
- How to identify them and what to do about them
- Where to report them
About the Speaker:
Mr. Graser is Field Supervision Director on the Senior Client Protection Team with Edward Jones. Prior to that he was a Fraud Investigator with Edward Jones. He has been with the firm for almost 13 years. Prior to that he worked at MasterCard International for 12 years where he managed a Fraud Team for a portion of that time. He also worked at a company called Evolve 24/Sherpa where he was a media analyst for 3 years and involved with a government contract for the CIA on terrorism.
Paul Graser, CFE
314-515-6473 | 855-279-5045
[email protected]