Description
Dinner & Educational Event
Please join us for dinner and drinks and an educational presentation focused on strategies to help secure your personal information and prevent fraud. The evening will also include an update on the expanded capabilities of Gulfstar Private Wealth Partners, followed by a discussion of investment opportunities in today's market environment.
Dinner and drinks will be provided for the evening.
This interactive session will provide practical guidance on how to deter, identify, and protect yourself against threats to your personal information.
DETER
Learn about key areas of vulnerability and the proactive steps you can take to help prevent thieves from stealing your personal information.
IDENTIFY
Recognize common scams, including fraudulent emails, phone calls, and other deceptive tactics, and learn how to avoid becoming a victim.
PROTECT
Understand the steps you should take before, during, and after a privacy breach to help minimize risk and safeguard your information.
Event Topics
- Personal cybersecurity and fraud prevention strategies
- Protecting sensitive personal information
- Gulfstar Private Wealth Partners capability update
- Investment opportunities in the current market environment
This Event Is Sponsored In Part By: Brookfield, Cantor Fitzgearld, and Transamerica
Travis Berg, Bo Barrett, and Jacob Reinhart are not affiliated with or registered through Cetera Investors. Any information provided by Roman Samuels is independent of Cetera Investors and is not related to Cetera Investors or its registered representatives.
Date and Time
Thu, Oct 01, 2026
6:00p - 8:30p CST