2021 Session 3

Thursday, March 25, 2021
10:30 AM – 11:30 AM

Ten Ways to Protect Your Clients Digital Assets

About: Financial risks have arisen from the pervasive electronic fraud that is now extant in the virtual and digital age. One important issue to discuss with clients is Protecting Digital Assets. People worked hard to build their wealth. We show how technology can protect it.

Learning Objectives:

  1. Identify digital assets and access protocols that create postmortem roadblocks.
  2. Learn ways to assemble and organize electronic records for data and document access.
  3. Learn strategies to motivate clients to protect digital assets during estate planning and financial review.

About the Presenter

Betsy Ehrenberg

Ehrenberg came from the world of software, starting with founding Operations Control Systems, a software company providing security services to the top Fortune 50 companies. As the first female manager at IBM Canada, she was a role model for other businesswomen seeking leadership positions at high-tech firms in North America. Professional awards include Silicon Valley Business Women of the Year, 2019 Alaska Bar Association Real Property Trust & Estate speaker, Worldwide Family Office author.

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