Digital Assets, Real Risks: Protecting Clients in a Connected World
Date: Thursday, May 28, 2026
Time: 5:00pm - 7:00pm
Location: Double Tree by Hilton Biltmore Village
Speaker: Kathleen Rodberg and Austin Pullicin
Please join us for our last dinner event of the 26-27 year!
Here is the schedule of events:
5:00pm - Networking
5:45pm - Dinner
6:15pm - Speaker Presentation
7:00pm - Announcements/Closing
We look forward to seeing members and guests!
Event Summary:
Join us for an engaging presentation on digital assets, scam prevention, and modern estate planning, designed specifically for today’s increasingly connected world. This session will explore how digital accounts—from financial platforms to email and cloud storage—are reshaping the estate planning landscape, and why many plans fall short when access and security aren’t addressed. We’ll discuss common scams targeting older clients, practical ways to reduce fraud risk, and a simple framework advisors can use to help clients organize, protect, and pass on their digital lives with clarity. Attendees will leave with actionable tools and insights to better serve clients, reduce uncertainty for families, and bring a more complete, forward-thinking approach to estate planning.
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