January 2021 Program
Wednesday, January 20, 2021 at 6 p.m.
January ZOOM MEETING
You Have the Power to – Outsmart the Scammers
Incidents of fraud are on the rise, and scammers’ tactics are becoming more complex. That’s why it’s important to educate yourself about fraud. And while no one is immune, there are steps you can take to Outsmart the Scammers.
Join us for this presentation and learn important strategies to help protect you and the ones you love. We’ll share:
- How to spot certain red flags that may indicate a fraudulent encounter
- Resources you can turn to in the event you or a loved one is targeted
- Steps you can take now to help protect yourself and your loved ones
Program presented by Lucas Mijares.
I started my career with Edward Jones in 2014 after my wife and I moved up to Nevada County from Southern California. My branch office administrator, Ariel Shaulis, and I are dedicated to providing the highest level of service and financial advice to our clients.
Providing wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.
In 2019, I attained the CFP® professional designation, I also hold AAMS® and CRPC® designations along with Series 7, Series 66 registrations and insurance licenses. I graduated from Biola University with a degree in communication studies and a minor in biblical studies. In 2019, I was asked to become a limited partner at Edward Jones.
I am president of the Nevada County Law Enforcement and Fire Protection Council and serve on the finance board with Crossroads Church. I enjoy public speaking and educating the public on all financial matters, ranging from local high schools to boards and clubs centered around philanthropy.
My wife, Becca, and I reside in Rough and Ready with our four boys: Brooks, Cole, Cruz and Matt. We are heavily involved with Crossroads Church in Grass Valley. As a family, we enjoy staying very active outdoors, are avid travelers and enjoy playing board games.
I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money. I am lucky to genuinely enjoy the clients I work with and work relentlessly to help them achieve their goals. Our clients are everything to us, and we never forget that.
Time: Jan 20, 2021 06:00 PM Pacific Time (US and Canada)
Join from PC, Mac, Linux, iOS or Android:
If you need help with Zoom, call Susan Rogers, (530) 271-1311