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FSDA PROTECT INVESTORS

by: LAURA HAWLEY guest: Troy Garcia October 12, 2016
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Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

Guest
Ford Heacock – ‎President of Heacock Insurance Group, ‎Lake Mirror Classic Auto Festival
Lily Romine – Director of Junior Achievement of Polk and Highlands Counties

Today’s show will discuss one of the fastest growing forms of Elder Abuse – Financial Fraud, along with other areas of interest to Florida Investors. We will also welcome guest Ford Heacock as he helps us prepare for the Lake Mirror Classic Auto Festival, and Lily Romine, Director of Junior Achievement of Polk and Highlands Counties to tell us about the Culinary Cook-off and the role of Junior Achievement in our community.

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In this episode we cover:

  • Economic compass (1:08)
  • Guest Alex J. Sabo – Attorney at Law at Bressler, Amery & Ross, P.C. of Fort Lauderdale and President Florida Securities Dealers Association to discuss Elder Abuse and Financial Fraud (5:56)
  • Warning signs of Financial Fraud (14:05)
  • What to do if you think you have received a Fraudulent call or been a target of Financial Fraud (16:36)
  • The role of the Florida Securities Dealers Association (19:12)
  • Conversation with Ford Heacock to discuss the Lake Mirror Classic Auto Festival (30:08)
  • Talk with Lily Romine, Director of Junior Achievement of Polk and Highlands Counties, and the three pillars of Junior Achievement (36:00)

Tweetable Topics:

Once you die your social security number is no longer considered to be private and it could be available publicly. – Alex J. Sabo, Attorney at Law at Bressler, Amery & Ross, P.C. of Fort Lauderdale and President Florida Securities Dealers Association.

Classic cars are a type of investment that you can enjoy while it appreciates. – Ford Heacock, President of Heacock Insurance Group, ‎Lake Mirror Classic Auto Festival.

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia

Lily Romine – Director of Junior Achievement of Polk and Highlands Counties
LinkedIn – Lily Romine
Junior Achievement of Polk and Highlands Counties – Lily Romine

Ford Heacock – ‎President of Heacock Insurance Group, ‎Lake Mirror Classic Auto Festival
LinkedIn – Ford Heacock
Heacock Insurance Group – Ford Heacock
Lake Mirror Classic Auto Festival – Ford Heacock

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...