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Protect Your Money from fraud and scams

Fraud and Scam Prevention Workshop

Protect your money and Loved Ones

I coach on the following topics, sharing examples, and encouraging conversations with easy to do tactics that reduce fraud, scams and minimizes losses. Based on needs and time frame, we can cover a focused set of topics or deliver the full program.

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  • Who protects your money

  • Is it a fair fight

  • Your information (data)

  • Fraud and scams, the differences, and why it matters (reg reviews)

  • Popular SCAMS (ATOs, Romance, billing, others) and tactics

  • AI ML, Generative, and Agentic technologies

  • Biometrics and how they help

  • Payment types and their protections (or not)

  • Cheat sheet with tactics that reduce fraud, scams, and your losses

  • What to do if you've become a victim

  • State Police, FBI, DEA, Homeland Security, CFPB

  • Challenges and answers for protecting parents and elderly

  • Working examples / open conversations

Payment Method
Smiling Woman Holding Money

Pricing and delivery

Pricing depends on session length, travel, group size, and whether printed materials are provided. Virtual training is available, but in person sessions are recommended for the best engagement, Q&A, and retention.

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  • Speaker Keynote (45 to 90 minutes)

  • Group Session (60 to 90 minutes, in person)

  • Senior Group Workshop (60 to 90 minutes)

  • Organization Training (half day, full day)

Each session focuses on real-world scenarios, not theory — so people know exactly what to do under pressure.

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