June 23, 2022 Seminar: Assset Protection, Digital Assets and Cybersecurity
Aspyre Wealth Partners®, in collaboration with Heritage Law LLC and Umbrella Managed Systems, presented an Asset Protection seminar on June 23, 2022, from 3:30pm-5:30pm. The seminar was sponsored by Invesco and First Eagle Investments. the live event was held at Silo Modern Farmhouse, 17501 W 87th Street, Lenexa, KS. A recording of the content was made to share online with those unable to attend in person.
Emily Sullivan, Partner, Heritage Law LLC
Emily Sullivan is a litigator-turned-estate planner and mediator and Co-Founder of Heritage Law LLP. She is a graduate of Tufts University and the University of Wisconsin. Emily began her legal career in New York City at an insurance defense firm where she cut her litigation teeth. Thereafter, she worked at a large, regional law firm in Milwaukee and ultimately relocated to Kansas City almost 15 years ago. She began her Kansas City legal career at Shook, Hardy & Bacon, where she became Partner, and represented product manufacturers in nationwide litigation.
In 2017, Emily left Shook to open an estate planning firm to develop a local practice and help people navigate their legal needs. Emily has never looked back from this decision. Estate planning is Emily’s path to form connections with people and help them work through family and financial decisions. In addition to estate planning, Emily also serves as a mediator to help people resolve litigated disputes.
Jamie Bosse, CFP®, RFC, CCFC, Principal, Aspyre Wealth Partners®
Jamie works with clients to help them “Master What’s Next®” by clarifying their goals, creating a financial plan, and taking action. Jamie helps clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.
Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been published in The Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.
In 2020, Jamie was named to the Investment News 40 Under 40 list. She holds a bachelor’s degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial Planner® certification in 2008.
Jamie is enjoying life’s crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS and are big fans of BBQ and the K-State Wildcats.
Trent Peters, Co-Founder, Umbrella Managed Systems
A typical IT nerd, Trent has been fascinated with technology since his first computer, an HP Pentium with 32MB of memory. Trent went on to study programming, internet technologies, and electronics engineering at DeVry University, graduating with a degree in Telecommunications Management. He held various IT roles at tech startups like Tech Guys Inc. and larger organizations, such as Cerner Corporation. With his engineering expertise and wealth of IT and HIPAA knowledge, Trent has led many of Umbrella’s service initiatives. He was the original architect for Umbrella’s Healthcare IT program, which made Umbrella a leading expert in this field.
Trent loves all things Kansas City, including the Royals, the Chiefs and, of course, Kansas City BBQ! He enjoys spending his free time with his wife and family, and weekends are usually full of attending baseball games and ice skating recitals.
What busy executives and professionals need to know
Identity Theft. Elder Fraud. Scams. We have all heard about these crimes.
The fact is criminals can readily access information about us from our digital footprint. The bits and pieces of our lives we scatter among social media, emails, text messages, and web platforms can be used in nefarious ways. Every day SMART PEOPLE are lured into these time consuming and, sometimes, costly scenarios. Moderator Angela Kreps will share how her family got involved with a scam that cost nearly $10,000. With no way to recover the funds, Angela and her mom became resolved to educate and help others avoid this plight.
This session is designed to provide you with information and actionable insights so it doesn’t happen to you or someone you care about.
This moderated panel discussion will be recorded for broader distribution. In the session, we will share how these bad events happen, and how to avoid falling prey to them. We will dig into the topics of asset protection, digital assets, and cybersecurity from the vantage point of three trusted advisors: a wealth manager, an estate law attorney, and a cybersecurity pro. Each will share insights from real-life examples where people have been caught up in these crimes, losing both time and money in the process.
Sullivan, Bosse, and Peters will share simple strategies and practical tips to help protect you and your loved ones against scams and other asset manipulation crimes.
– Identity Theft and Unemployment Claims – blog post
– Avoiding Elder Abuse – blog post
– 5 Ways to Avoid Elder Financial Abuse – blog post
– Cybersecurity Shopping Scams – blog post
– I’m Dead. Now What? book link
– Death Dossier – The 25 Documents You Need Before You Die (c)WSJ
Connect with Emily Sullivan
Connect with Jamie Bosse
Connect with Trent Peters
Connect with Angela Kreps
Schedule A Complimentary Meeting To Learn More
Schedule a meeting with Angela