Orange County Wealth Management Firm IWM Partners to Host Identity Theft Workshop on Tuesday, May 14

Detective Spangler of the Fountain Valley Police Department will present an “Identity Theft: When you are the Target” workshop on Tuesday, May 14 at the Orange County LPL financial advisors’ office in Fountain Valley.

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Michael Hernandez, CFP, Barbara Stowell and Shawn Hochuli of IWM Partners

Michael Hernandez, CFP, Barbara Stowell and Shawn Hochuli of IWM Partners

Identity theft is a growing problem and we know Detective Spangler’s insight and experience working with the victims of identity theft will shed light on how people can protect themselves as well as what to do if they are targeted.

Fountain Valley, CA (PRWEB) April 23, 2013

The Orange County LPL financial advisors of IWM Partners will host an “Identity Theft: When you are the Target” workshop on Tuesday, May 14 from 6:30 to 7:30 pm at its Fountain Valley office presented by detective Spangler of the Fountain Valley Police Department. The workshop is part of a monthly educational workshop series for clients and the community.

IWM Partners, a wealth management firm in Orange County that specializes in retirement planning, hosts educational workshops featuring guest speakers at its Orange County office every month, with topics ranging from The Basics of Estate Planning to economic updates. The financial professionals at IWM Partners also host educational financial planning courses at local colleges.

In the workshop, Detective Spangler will provide information on how identity theft occurs, how to protect yourself and what to do if you become a victim. The detective will go over common types of fraud, ways to minimize your risk, the cost of identity theft, and warning signs that someone has stolen your personal information.

Identity theft involves the use of a victim’s personal identity and/or credit for criminal purposes. Identifying information can include a social security number, date of birth, mother’s maiden name, account number, addresses and more. Identity theft is almost always employed to achieve a financial gain or to avoid apprehension or detection.

“Identity theft is a growing problem and we know Detective Spangler’s insight and experience working with the victims of identity theft will shed light on how people can protect themselves as well as what to do if they are targeted,” says IWM Partners LPL financial advisor and CERTIFIED FINANCIAL PLANNER™ Michael Hernandez.

About IWM Partners
With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, the nation’s largest independent broker/dealer,* Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the Orange County LPL financial advisors at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.

  • The financial consultants at IWM Partners are registered representatives with and Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
  • As reported by Financial Planning magazine, June 1996-2012, based on total revenue.
  • IWM Partners, Detective Spangler of the Fountain Valley Police Department and LPL Financial are unaffiliated entities.


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