Our Open Lodge Meeting will be held IN PERSON
Congregation Beth Shalom
5303 Winters Chapel Road
Dunwoody, GA 30360
NOTE: New Start Time and also Table Lodge precedes OLM!
6:30 pm: socializing, beverages, and appetizers
7:00 pm: dinner and speaker
7:45 pm: dinner cleanup
8:00 pm: OLM & OLM breakdown.
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Outsmart the Scams: Pause, Verify, Protect
Scammers are becoming more sophisticated every day, using technology and social engineering to target individuals and families. Join us for an informative presentation as our guest from Raymond James shares common fraud tactics, real-world examples, and practical steps to protect your personal information and financial security.
Learn how to recognize warning signs, avoid common scams, and respond with confidence when something doesn't seem right.
Speaker: Stephen Urbrock
Details and Bio:
Stephen Urbrock, MBA, AAMS™, CFP®, ABFP®, is a Financial Planner with Mainspring Wealth Advisors at Raymond James. He earned a bachelor's degree in International Studies from Emory University and an MBA from Georgia State University. Stephen is a certified financial planner® professional and holds Series 7 and 66 securities licenses, as well as Life, Accident & Sickness, and Variable Products Agent licenses. He also holds the Accredited Asset Management Specialist™ and Accredited Behavioral Finance Professional™ designations from the College for Financial Planning.
With nearly four decades of experience in the financial services industry, Stephen is passionate about helping clients align their financial resources with their values, priorities, and long-term goals. He strives to serve as both a trusted advisor and coach, helping clients stay focused on what matters most, make informed decisions, and navigate life's financial challenges with confidence.
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Minutes folder link
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Note, if you are having trouble registering on the web site it may be that your dues have not been paid. Please contact Dan Frankel (678) 296-7166 for assistance.
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UPCOMING EVENTS
Click on this link for the next 3 upcoming events.