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Financial Crimes: A Special Briefing for FPA East Bay Members – Event Recap

On May 8, 2024, FPA East Bay members gathered at Round Hill Country Club for an enlightening seminar on financial crimes. Shawn Bradstreet, U.S. Secret Service Special Agent in Charge, provided attendees with invaluable insights into threats like counterfeiting, credit card fraud, ransomware, and cryptocurrency scams.

Event Details:

  • Date: May 8, 2024
  • Time: 7:30 AM – 9:15 AM
  • Location: Round Hill Country Club
  • Speaker: Shawn Bradstreet, U.S. Secret Service Special Agent in Charge
 

Slideshow from the Event

Photos Courtesy of Jeron Silva / JPSfilmssf

Insights and Practical Advice

Attendees gained a comprehensive understanding of current financial threats such as counterfeiting, credit card fraud, ransomware, and cryptocurrency scams. Shawn Bradstreet provided practical advice on safeguarding clients’ assets, making the seminar incredibly valuable for financial advisors.

Real-World Case Studies

Shawn Bradstreet highlighted local case studies and recovery efforts in the San Francisco Bay Area, bringing the issues to life and underscoring the importance of staying informed about financial threats. These examples made the information highly relevant and urgent for attendees.

Networking and Professional Growth

The event was also a fantastic opportunity for members to network and connect with like-minded professionals. It reinforced the many benefits of being part of the FPA East Bay, where members have access to top-tier educational events and professional development resources.

About Shawn Bradstreet

With a 22-year career in the U.S. Secret Service, Shawn Bradstreet leads the San Francisco Electronic Crimes Task Force and has extensive experience in financial crime investigations. His expertise provided attendees with actionable insights and strategies to better serve their clients.

This seminar is just one of the exclusive benefits available to FPA East Bay members, offering continuous learning and growth in the ever-evolving field of financial planning.

 

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Join The FPA East Bay Chapter​

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The mission of the Financial Planning Association (FPA) is to elevate the profession that changes lives through the power of financial planning. FPA is the premier professional organization for financial services professionals. Our Chapter, FPA of the East Bay, is an experienced and diverse group of over 300 financial planning professionals. The Chapter is governed by a volunteer Board of Directors, and supported by sponsors and committee members who work to foster a core set of values: Competence, Integrity, Relationships, and Stewardship.

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