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“Can’t Scam Me” With Kendall Capital

You are invited to Kendall Capital’s “Can’t Scam Me” webinar.

Inspired by the book “Scam Me if You Can” by Frank Abagnale, the former con artist who wrote “Catch Me If You Can”. Frank has spent over 40 years working for the FBI and consulting with financial institutions to not only catch criminals but help prevent the crime from happening in the first place. His expertise in forgery, check fraud and impersonation makes him an expert in knowing and anticipating criminals and their activities.

We want to help you learn some good habits and create awareness to protect yourself from scammers as well as how to recover if you do become a victim. Attendees will receive a complimentary copy of Frank Abagnale’s book, “Scam Me if You Can” which is an excellent resource inspiring you to take action, change bad habits, and be more alert when you receive a call, text or email having to do with your personal information or finances. We will also have a guest speaker, Ms. Aoife Ridge, Director of Charles Schwab’s Advisor Services Fraud Prevention department.

Who Should Attend:

Anyone at any age with a phone, email account and assets. It’s especially helpful if you’re trying to manage assets or protect the identity of a child or elderly parent. If you’re wondering how to simplify your financial life and incorporate healthy financial habits. Sound familiar? Then we encourage you to attend and share this invitation with your parent, adult child, or a friend who could use some help in this overwhelming aspect of our day-to-day lives.

The workshop will be about an hour, with time for Q&A.

This event is virtual. A link will be sent to you via email upon registration. We will send the book to your home address unless you specify otherwise. We hope you can join!

  • Event Date

    September 26, 2024

    Event Time

    6:00 PM - 7:30 PM

Event Location

This is a virtual event. Advance registration is required.

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Speakers

Clark Kendall, CFA, AEP®, CFP®

President & CEO

Clark A. Kendall, founder of Kendall Capital in 2005, passionately serves the middle-class millionaires of Washington, D.C., as a devoted fiduciary advisor. A former equity seat holder on the New York Stock Exchange (NYSE), Clark has over 30 years of experience and credentials including CFA®, AEP®, and CFP®. A father of four, he is actively engaged in community and mentorship programs and lives with his wife in Sandy Spring, Maryland.

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Carol Petrov, CFP®, CPWA®

Vice President & Senior Relationship Manager

Bringing over 20 years of experience as a financial planner, Carol serves as the Vice President & Senior Relationship Manager at Kendall Capital. Prior to that, she was a senior client service associate at Morgan Stanley where she developed a passion for personal fiduciary advising. Carol resides in Montgomery County where she enjoys serving her community.

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