202 Protect Yourself from Financial Scams

202 Protect Yourself from Financial Scams

Finance & Business | Registration opens 4/15/25 9:00 AM EDT

701 Briarcliff Avenue Oak Ridge, TN 37830 United States
F-110
Wednesday, June 11, 2025 (one day)
9:30 AM-10:40 AM EDT on Wed

202 Protect Yourself from Financial Scams

Finance & Business | Registration opens 4/15/25 9:00 AM EDT

Please join us for an important discussion on strategies to help prevent you and your loved ones from falling victim to scams.  Financial scams are a widespread and costly problem, often going unnoticed until it’s too late.  In 2023 alone, reported losses exceeded $10 billion – a 14% increase from the previous year.  We will explore common scams, the neurochemistry that makes them so effective, and key warning signs to watch out for.  Don’t miss this opportunity to learn how to safeguard yourself and those you care about.

Caroline Friedrich

Caroline Friedrich, CPA, CFP® is a financial advisor with a focus on retirement and tax planning.  She founded Hillvale Wealth Management, LLC in 2024.  She graduated from the University of Tennessee with an accounting degree and completed the Master of Accountancy Program with a tax concentration.  Caroline spent a decade in Big 4 public accounting where she consulted with high-net-worth clients on tax compliance and planning strategies.  Caroline provides fee-only investment advisory services and comprehensive financial planning as a fiduciary.  Caroline lives in Knoxville with her husband and 3 daughters.