Nerd Wallet

DECEMBER 22, 2020

One side effect of the coronavirus pandemic is an abundance of criminals trying to take advantage of people. The arrival of vaccines and legislation that would send out a second round of relief payments bring new opportunities for fraud. Knowing the latest schemes and keeping a healthy skepticism can help you avoid being victimized.

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Nerd Wallet

DECEMBER 22, 2020

Advertisements about “settling your tax debt for pennies on the dollar” typically refer to the process of applying for an IRS offer in compromise, which is an IRS program designed to help people pay at least some of their tax debt. But statistically, the odds of getting an IRS offer in compromise are pretty low.

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Speaker: Erika R. Bales, Esq.

When we talk about “compliance and security," most companies want to ensure that steps are being taken to protect what they value most – people, data, real or personal property, intellectual property, digital assets, or any other number of other things - and it’s more important than ever that safeguards are in place.

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Lynnette Khalfani-Cox, The Money Coach®, will answer these questions and more – giving you insights into the consumer mindset along with proven strategies for nurturing trust and client- building in underserved markets.

Financial services