Lifecycle Financial Planning – Data Security on a Budget (LIOT03/24)

Specialized Knowledge

Lifecycle Financial Planning – Data Security on a Budget (LIOT03/24)

In this day and age, protecting company and client data is imperative. However, for your small business clients, money is often tight. Is it even possible to build an effective data security program with limited resources? In this course, we will discuss some of the basic data security requirements for tax practitioners and financial advisors. We will examine what the most common risks are, and give some tips on how to address them without breaking the bank. We will even give some tips on how to control cost when purchasing cyber liability insurance. Discussion Leader: David Peters