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Podcast: Financial Fraud and How You Can Avoid Becoming a Victim

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Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured Todd Billcliff, CFE, Vice President, Fraud Risk Officer, Canandaigua National Bank & Trust, and Ryan Kaiser, CFE, Assistant Fraud Risk Manager, Canandaigua National Bank & Trust.

Broadcasted on May 21, 2022

Financial Fraud and How You Can Avoid Becoming a Victim   Audio Clip  

Part 1: Today’s Fraud Landscape

 


Part 2: How Fraudsters Obtain Information & Identify Potential Targets


 


Part 3: Current Scams in Our Community


 


Part 4: Avoid Becoming a Victim


 

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Trust Company of Florida, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Neither Canandaigua National Trust Company of Florida nor its affiliated Companies provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.

Posted by Kelly Sheridan at 06/15/2022 05:34:21 PM 

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