The Bucket Plan® On-Demand Series

As technology continues to evolve faster than we can keep up with, cyber-fraud threats evolve with it. Join host Matt Seitz, Chief Marketing Officer at C2P for an insightful discussion with Carrie Kerskie, author, and president of Kerskie Group LLC, on protecting sensitive client data and preventing digital fraud. As a licensed private investigator providing identity fraud and cyber threat risk management services, Carrie shares practical strategies for safeguarding client information and identifying sophisticated scams. Learn actionable steps to protect your practice and clients from emerging threats, including AI-powered schemes and business email compromise attacks.

Resources:

• Password Manager:1Password
• Government Service: IRS IP PIN registration system, USPS Informed Delivery service
• Educational Resource: Kerskie Group LLC Identity Theft Tip Sheet
• Books by Carrie Kerskie: Your Public Identity and Protect Your Identity: A Step-by-Step Guide and Workbook
• Podcast: JL Smith Holistic Wealth and Health Podcast (episode featuring Carrie Kerskie)

Statistics:

• Multiple financial institutions have reported remote access fraud resulting in seven-figure losses
• Naples, FL ranks among the top locations for reported identity theft cases
• College-age dependents represent a significant portion of fraudulent tax return cases