🌐 Social Media Influencers vs. Genuine Financial Planning: This month's newsletter delves into the contrast between catchy social media finance tips and the personalized advice you need. Discover how to use social media as a tool, not a guide.
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💡 Did you know that cybercriminals capitalize on national holidays by launching attacks? Jessica Rice shares how Raymond James addresses these threats in this conversation of The Retirement Engineer. Tune in and discover how financial institutions keep your assets safe around the clock: https://bit.ly/4bmkpXL 🕒 #TheRetirementEngineer #BiggerBolderRetirement #CyberSecurity #NationalHolidays #AssetSecurity
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Building wealth is something that many of us actively focus on. But what about protecting it? 🔒 In this release of The Retirement Engineer, Jim Kruzan, CFP®, CRPC®, sits down with Jessica Rice, Business Information Security Lead at Raymond James, to discuss how investment firms like Raymond James counteract around 300 million cyber threats a day. Tune in and learn about the world of cyber threats, the power of multifactor authentication, and real-life stories on how serious cyber issues were mitigated: https://bit.ly/4civE4E 🛡️ #TheRetirementEngineer #BiggerBolderRetirement #Cybersecurity #FinancialSafety
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Happy Birthday to Jen Slater, CFP®, CRPC®, our fantastic Associate Wealth Advisor! Your expertise and dedication are invaluable to our team. Wishing you a day filled with joy, celebration, and all the things you love. Cheers to an amazing year ahead! 🥳
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How are you planning for a long(er) retirement? Here are things to consider for a happier and more secure future.
How to Plan for a Long(er) Retirement
financeinsights.net
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📲 Is Your Wealth Safe from Cyber Threats? 📲 These days, protecting your assets requires more than just a strong password 🔒 These cyber threats are not just random; they are meticulously planned operations aimed at fraudulent transfers and account setups. This week on The Retirement Engineer, Jessica Rice, Business Information Security Lead at Raymond James joins Jim Kruzan, CFP®, CRPC®, to uncover these threats — who is behind them, why they do it, and how they operate. Learn more by checking out the episode preview below, and don’t forget to stream the full discussion later: https://bit.ly/4bmkpXL #TheRetirementEngineer #BiggerBolderRetirement #CyberAttacks #WealthManagement #FraudulentTransfers #FinancialSafety
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🌐 Did you know Raymond James detects over 100 billion network threats annually? That’s around 300 million threats per day! 💥 Jessica Rice, Business Information Security Lead at Raymond James, shares the advanced technology and protocols used to ensure that your assets are protected against these threats in this week’s episode of The Retirement Engineer ➡️ https://bit.ly/4bmkpXL #TheRetirementEngineer #BiggerBolderRetirement #CyberSecurity #RaymondJames #TechInFinance
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Retirement is often referred to as your golden years 🌅 A time to relax and enjoy the fruits of your years of labor. But what happens when a curveball is thrown your way that disrupts that? Jim Kruzan, CFP®, CRPC® takes you through a 'financial fire drill' we conduct for clients, below ⬇️🚒 (If you enjoyed what you listened to, play the full conversation today: https://bit.ly/3Vcffay ) #TheRetirementEngineer #BiggerBolderRetirement #RetirementPlanning #PrepareForTheUnexpected #RiskManagement
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Happy 2-year work anniversary to Steve Wszelaki, our fantastic Business Development Associate! Your hard work and dedication have been instrumental to our success. Here's to many more years of achievements together!
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Today's the day! Our 10th Annual Community Shred Event is happening NOW at Kaydan Wealth Management! 📍 Location: 329 W. Silver Lake Road, Fenton, MI ⏰ Time: 10 AM - 12 PM 🎁 Don't forget: The first 100 attendees get a FREE Kaydan Wealth tote bag! 📦 10 box limit per car—staples and paperclips are fine! 🚗 Convenient drive-through service. 📄 Certificate of Destruction included. Don't toss your identity, Shred-it! See you soon!
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