Holiday Networking: Financial & Identity Security
Time：Tuesday, November 27, 2018 at 5:30 PM -7:30 PM
Location：Ding Ding TV Studio 3350 Scott Blvd., Building 54 Santa Clara, CA 9505
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- How to develop a savvy investment strategy?
- What are the top 5 things you should know about financial literacy?
- Are your credit card, bank, & cellphone safe?
- How to avoid scams, fraud and identity theft？
Silicon Valley Innovation Chanel Ding Ding TV and New York Life are pleased to invite you to our Holiday Season Business Networking event. Having the holiday Season just around the corner, our theme is about Security. We will teach you how to survive in the information jungle, how to protect your Financials, Identity, and avoid Fraud and Scams. Financial security is not just about money!
New York Life Senior Partner Agnes L. Lam will talk about the top 5 things you should know about financial literacy, & how to develop a savvy investment strategy? Nearly 60 million Americans have been affected by identity theft, according to a 2018 online survey by The Harris Poll, it also indicates nearly 15 million consumers experienced identity theft in 2017. Certified Identity Theft Risk Management Specialist, Avi Gingold, will talk about “How to avoid Scams, Fraud and Identity Theft? Let’s help you protect your security and make a better life for 2019.
Agenda
5:30 – 6:00 pm: Mingle: supper will be provided
6:00 – 6.20 pm: Keynote: How to avoid Scams, Fraud and Identity Theft？
Speaker: Avi Gingold Independent Associate, Executive Director
6:20 – 6.40 pm: Keynote: What are the top 5 things you should know about financial literacy?
Speaker: Agnes L. Lam, CLF, LUTCF Senior Partner
6:40 – 7.30 pm: Holiday Picture & Networking
Holiday Supersized Gift: We will provide you a free professional portrait picture service
Speaker Introduction
Agnes L. Lam | New York Life Senior Partner
Joined New York Life in April of 1993 after a successful career in the banking industry as a Vice President. She achieved Executive Council in the first three months of her career as a New York Life agent and qualified for the Million Dollar Round Table (MDRT) that same year. She consistently qualified for MDRT and Premier Executive Council levels every year thereafter. She joined management, and was promoted to Senior Partner in 2007 in the Greater San Francisco General Office and was promoted to Managing Partner of the Wisconsin General Office in March 2014. In February of 2018, Agnes decided to return to the warmer weather and to be closer to her family. She continues to serve as a Senior Partner in the Greater San Francisco General Office.
Avi Gingold | Certified Identity Theft Risk Management Specialist
A nationally recognized leader, expert and a Certified Identity Theft Risk Management Specialist. (CITRAM) Mr. Gingold works with LegalShield and KROLL, two international 46 year old companies, protecting the legal rights and identities of families, small businesses and commercial drivers. Mr. Gingold’s specializes in the small business and employee benefits division, where he helps businesses affordably protect and grow their business and offer a voluntary employee benefits to their employees at no out of pocket expense to the employer.
