The Planning Playbook
The Planning Playbook - Cyber Security: Protecting Your Identity Online
In today’s digital world, protecting your personal and financial information is just as important as growing your wealth. That’s why we’re dedicating this month to raising awareness and giving you the tools to stay secure online. Our educational seminars are designed to provide clear, easy-to-understand guidance to help you build confidence in your financial future.
Join our CFP® professionals, Tim and Max, as they walk you through the essentials of staying safe in an increasingly connected world. This seminar will cover understanding the basics of cyber security, common cyber-attacks and scams to watch out for, why protecting your identity is critical to your financial health and what steps to take if your accounts are ever compromised.
Date: Tuesday, May 19, 2026
Location: 121 E Lincoln Way, Jefferson, Iowa 50129 or via Zoom
Times: 10:00 AM or 5:00 PM (choose what works best for you)
Who: Free and open to everyone!
RSVP by May 18th on the Events page on our website, by emailing events@journeyfinancialllc.com or call 515-386-2570.
Whether you’re looking to strengthen your own security or help protect your family, this session is designed to be practical, informative, and easy to follow.
We encourage you to attend and bring a friend or family member, because staying informed is one of the best defenses you have.
Quarter Two Seminar Topics
April 21st, 2026 - Social Security Basics with Phil Philips
May 19th, 2026 - Cyber Security: Protecting Your Identity Online
June 23rd, 2026 - Halfway There: A Mid-Year Market Update
Recordings and Videos
Did you miss a seminar you wished you could attend? Check out our Journey Videos page for recordings of past seminars and our video library. Don't miss a thing with this incredible resource!