Annex Wealth Management | Women & Wealth

Avoiding Fraud & Financial Exploitation

Thursday, October 17, 2024 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management

17950 W Corporate Dr.

Brookfield WI 53045

Third Floor, Café

Deanne Phillips and representatives from Schwab, Paul Ewing and Adam Moseley explore money smarts for older adults. Discuss strategies and steps we can take now to protect our identity and financial assets, learn how to recognize a scam, & protect yourself from financial exploitation.

Deanne Phillips, CFP®, CDFA®, ABFP℠

Paul Ewing, Senior Consultant, Business Consulting and Education, Schwab

Paul Ewing is a Senior Technology Consultant for Charles Schwab & Co., Inc. based in Minneapolis, MN. As a member of Schwab’s technology consulting team, Paul provides hands-on guidance and consulting support to help investment advisors on a variety of industry topics including implementing strong cybersecurity practices. Paul has been in the financial services industry for more than 25 years and in his current role at Charles Schwab since 2007.

Adam Moseley, Director, Business Consulting and Education, Schwab

Adam Moseley is the National Director of Technology, Operations and Cybersecurity consulting for Charles Schwab & Co. Adam consults with advisors and is responsible for Schwab's technology consulting team nationwide. This team provides hands-on guidance and consulting support to help investment advisors. The technology consultants help RIAs in various areas including implementing strong cybersecurity practices. Adam has been with Charles Schwab since 1997.

Avoiding Fraud & Financial Exploitation