July 25, 2023

Preventing Identity Theft: How to Defend Your Finances

As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances.

Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.

You’ll learn strategies to fend off common identity theft tactics, including:

  • Establishing credit in your name
  • Filing a fraudulent tax return on your behalf
  • Compromising your online accounts
  • Engaging in other malicious activities

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

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