Tag: Cybersecurity
Unmasking AI Scams with Former FBI Special Agent Jeff Lanza (Ep.36)

Unmasking AI Scams with Former FBI Special Agent Jeff Lanza (Ep.36)

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How can artificial intelligence threaten your retirement savings? 

In this episode, Jim Kruzan, CFP®, CRPC®, welcomes former FBI Special Agent Jeff Lanza, an expert in cybercrime and fraud prevention, to discuss how AI-driven scams could affect your financial security. 

Jeff shares eye-opening insights on various AI-driven scams, including phishing emails, romance scams, and the rise of deep fakes. They discuss how these scams exploit seniors and take advantage of technological naivety. 

Learn valuable tips on how to safeguard yourself and your loved ones as this episode highlights:

  • (00:03:38) AI-driven phishing scams and targeting retirees
  • (00:05:43) Real-world examples of convincing scam techniques
  • (00:07:32) The persistence and psychology behind romance scams
  • (00:17:17) The exponential growth of AI technology in scam strategies
  • (00:19:46) Understanding deep fakes and their role in deception
  • (00:25:42) The chilling reality of fake personas infiltrating companies

Resources:

Connect with Jim Kruzan CFP®: 

Connect with Jeff Lanza:

About  Jeff Lanza: 

Jeff Lanza has been described as the “# 1 FBI Agent Keynote Speaker” and “A Phenomenal Presenter.” He was an FBI agent for over 20 years and is a cybersecurity and identity theft expert. Jeff has provided hundreds of presentations to financial advisors and their clients on cyber security and identity theft prevention. They have been a great hit with clients! His presentation on body language is similarly a hit with financial advisors and others.

Jeff was an FBI Special Agent for over 20 years. He investigated cybercrime, fraud, organized crime, human trafficking, and terrorism. He appears regularly on CNBC’s Closing Bell and Power Lunch, the Fox News Channel, and has appeared on Larry King Live, the Today Show, and Good Morning America. He has lectured at Princeton University and at Harvard University. He is a published author of two critically acclaimed books and he consulted for Oscar-winning movie director Ang Lee. Jeff has presented around the globe and in 49 U.S. States.

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The Most Impactful #BiggerBolderRetirement Discussions of the Year (Ep.33)

The Most Impactful #BiggerBolderRetirement Discussions of the Year (Ep.33)

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It’s time to reflect on the invaluable insights from the very best episodes throughout the year, featuring top experts who simplify financial complexities and share actionable strategies.

Join Jim Kruzan as he delves into unforgettable conversations and key takeaways from guests like Becky Eisen on aging with dignity, Dr. Jacqueline B. James on life well-lived beyond retirement, and cybersecurity expert Jeff Lanza on safeguarding your assets in the digital age.

Key conversations include:

  • The early signs of aging and plan with informed decision-making for long-term care
  • Rediscover retirement not just by numbers but as a joyous, redefined life stage with insights from Dr. Jacqueline B. James
  • Safeguarding your wealth from cyber threats with strategies from Jeff Lanza and Jessica Rice
  • Prenups and Postnups: Julia Black’s explanation about how these agreements can protect your assets + why postnuptial agreements may not always hold up in court

Resources:

 

Connect with Jim Kruzan: 

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The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)

The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)

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Did you know that major financial institutions like Raymond James detect and repel around 300 million cyber threats a day?

Join Jim Kruzan CFP®, CRPC®, as he speaks with Jessica Rice,  Business Information Security Lead at Raymond James, to dive into the intricacies of cybersecurity from a corporate perspective. 

With her expertise in liaising between information technology and the private client group, Jessica sheds light on how investment firms safeguard your personal data and financial assets. 

Follow along to gain insights into the latest cybersecurity threats, how Raymond James proactively combats them, and what you can do to protect yourself going forward.

Jim and Jessica discuss: 

  • Understanding the different types of cyber threats in the financial sector
  • How Raymond James identifies and responds to cybersecurity threats
  • The “Cyber Promise” and Raymond James’ commitment to client security
  • The importance of multifactor authentication and strong passwords
  • Real-life examples of helping clients avoid or reobtain significant financial losses
  • And more!

Resources:

Connect with Jessica Rice:

Connect with Jim Kruzan: 

About Our Guest: 

Jessica serves as the Business Information Security Lead for Raymond James’ Private Client Group. She delivers on firm-wide cybersecurity initiatives to socialize best practices and important cybersecurity content in order to help protect associates, advisors, and their clients from falling victim to cyber-attacks. Jessica also acts as a liaison between Information Security and the Private Client Group, focusing on aiding continuous improvement of the firm’s cybersecurity posture. She holds certifications as both a SANS Security Awareness Professional and in GIAC Critical Security Controls. Jessica graduated from the University of Connecticut School of Business with her bachelor’s degree in Marketing. Hailing from Connecticut, in her free time Jessica enjoys traveling to New England to visit family & friends, and relaxing by the beach.

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