What Estate Planning Professionals Need to know about Cybersecurity in the Era of Covid-19
Date: Tuesday, November 10, 2020
Time: 5:30pm - 7:00pm
Location: Country Club of Hilton Head, 70 Skull Creek Dr., HHI, SC
Description: Our council received the 5 Star Award and one of the benefits of such an award is we are able to take advantage of the complimentary group webinars hosted as part of the Robert G. Alexander Webinar series. This particular webinar was given by Justin Joy, JD, CIPP/US, CIPT this past July. Clients regularly trust planning professionals with something nearly as valuable as their money — their personal information. Cyber criminals are well aware that financial planners, trust officers, CPAs and attorneys are treasure troves of information that can be exploited to perpetrate a variety of schemes and frauds. This presentation will discuss the various cyber threats confronting estate planning professionals, legal obligations and risks in the context of data security, and some non-technical strategies for reducing this legal risk with specific considerations related to impacts from COVID-19
