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BluePrint Wealth Alliance has a strong commitment to the ongoing education of our advisors, our clients, and the community. It is this passion that drives us to continuously deliver the financial ideas, concepts, and strategies that we believe everyone should have the opportunity to learn. Through gaining knowledge, we believe everyone is given the ability to evaluate which items could be impactful to themselves or someone else.

May 2018

BluePrint Wealth Alliance Educational Dinner

  • May 8, 2018
  • Garden City, NY
  • 7:00 pm - 9:00 pm
Cybersecurity & Digital Estate Planning

 

BluePrint Wealth Alliance will be hosting their second educational seminar of 2018. Led by CEO and Director of Financial Planning, Jeffrey Levine, Senior Wealth Manager, David Warshaw, and COO and Director of Risk Management, Patrick Kuster, this workshop will focus on educating attendees on a multitude of cybersecurity precautions and will aim to answer some of your most pressing questions.



Topics to be discussed include:

  • Digital Estate Planning & RUFADAA
  • Anti-virus, Password Management, and the use of Online Vaults
  • Five Areas of a Cybersecurity Plan

As always, please feel free to bring friends and family. We look forward to seeing you there!

 
 

 
Disclosure: The commentary provided on this website or at any event reflects the personal opinions, viewpoints and analyses of the BluePrint Wealth Alliance, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by BluePrint Wealth Alliance, LLC or performance returns of any BluePrint Wealth Alliance, LLC Investments client. The views are subject to change at any time without notice. Our topics or speaking engagements are not to constitute investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. BluePrint Wealth Alliance, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

The information provided here whereas an advisor or employee of BluePrint Wealth Alliance, LLC will be instructing, hosting, or speaking is for your convenience only. Such information may be for events which are sponsored or provided by an outside institution, entity, or organization, and generally may not be an event sponsored nor hosted by BluePrint Wealth Alliance, LLC. Any required registration may have to be done with an outside party, and BluePrint Wealth Alliance, LLC does not assume responsibility or involvement in registration, payment, or refunds. BluePrint Wealth Alliance, LLC is not responsible for errors or omissions in the material of third parties, and does not necessarily approve of or endorse the information provided at the event which our advisors or employees are not responsible for distributing.

BluePrint Wealth Alliance, LLC is independently owned and operated. Any outside entity, institution, or organization reflected on this site does not endorse nor recommend BluePrint Wealth Alliance, LLC, nor does any entity, institution, or organization endorse or recommend any investment strategy provided by any advisor of BluePrint Wealth Alliance, LLC.