Meeting/Event Information

Anatomy of Investment Fraud

February 24, 2021
5:30 PM PST to 7:30 PM PST
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Online Webinar
Details provided after registration in the ACFE Meeting Registration Notification

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The consequences of investment fraud can be severe. There is, of course, financial loss along with the potential impact on an investor's lifestyle. Often understated is the impact on emotions in terms of self-worth or esteem.

Once a fraud has been uncovered and there is reason to suspect laws have been broken, fraud examiners have available to them a number of tools to determine the extent of loss as well as how it was perpetrated. However, the tool set for identifying potential frauds before they are widely known is different Yet, as investment and financial advisors for our clients, our goal is to keep investors out of harm’s way, so that they never experience loss in the first place.

This discussion is about identifying where investment fraud is most likely to occur and the process for avoiding catastrophic loss.

The learning portion of this event will qualify for 2 hours of CPE.

SPEAKERS:

 Sarah Lewis

Sarah Lewis has over thirty years of professional experience in the financial services industry. As a Managing Director at Miracle Mile Advisors, she works with clients to enhance the health of their overall wealth, not just their investment portfolios. Sarah specializes in wealth preservation and building strategies for senior professionals who may have complex planning or investment issues.

Prior to joining Miracle Mile, Sarah was a founder and Principal of Aequitas Wealth Management, an independent financial advisory firm. Previously, she held senior positions in New York, Paris, Amsterdam, and Oslo with Manufacturers Hanover Trust Company (now JP Morgan Chase), Ernst & Young Consulting, and Crédit Agricole SA. She is fluent in French.

Sarah earned her MBA from Thunderbird School of Global Management and her undergraduate degree at Drury University in Missouri. She holds the CFP® (Certified Financial Planner) and CFE (Certified Fraud Examiner) designations.

She is a Member of the Board of Trustees of Drury University in Missouri and former President of the Beverly Hills Estate Planning Council.

Tickets

$15.00 LA ACFE Chapter Member
$10.00 Earlybird rate before February 7

$20.00 Non-LA ACFE Chapter Members
$15.00 Earlybird rate before February 7

$15.00 Full-time Student Ticket
$10.00 Earlybird rate before February 7