Serving Our Seniors Magazine: Oct-Dec 2022

Contact JIM DEER today for a free consultation! (419) 797-9023 jdeer@infinexgroup.com WHAT IS YOUR PERFECT RETIREMENT PICTURE? Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. FNB Wealth Management Services is a trade name of First National Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. NOT FDIC-INSURED. NOT INSURED BYANY FEDERALGOVERNMENTAGENCY. NOT GUARANTEED BYTHE BANK. MAY GO DOWN IN VALUE. We can help you plan accordingly. Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. PH ENIX Financial Group Gary C. Yontz Sr., LUTCF, CLTC Tyler Cammalleri Investment Advisor Representatives 2419 E. Perkins Ave., STE D Sandusky, Ohio 44870, (419) 626-1765 jenniferhupp@gmail.com • 419-515-8185 Jennifer Hupp Realtor If a computer scammer or robo-caller caught you off guard and has personal information about YOU, here are the steps to take to secure your identity and finances. The Advocates at Serving Our Seniors will walk you through each step! Step 1: Report the event (Who should you tell?) o Police/Sheriff. It is good to have a report on file. A paper trail is very important. o Federal Trade Commission (ReportFraud.ftc.gov) They track scams on a federal level. o Ohio Attorney General (OhioProtects.org) They track scams on a state level. o US Postal Service. If the scam was sent by mail, the post office needs to know. o FBI Internet Crimes (1-800-225-5324 or www.ic3.gov ) Step 2: Notify institutions (Who needs to know?) o Banks. Do accounts need to be changed? Can an alert be placed for suspicious activity? o Credit Cards. Did the scammer get your card information? If yes, close your credit card account. o Medicare. Did they get your Medicare number? If yes, get a new card and number. Step 3: Monitor your credit (Who has access?) o Run a credit report! Find out if new credit cards or loans were issued in your name, without your knowledge. o Consider a credit alert or a credit freeze. Set up alerts, to let you know if someone tries to open an account in your name. This will let you stop it, before it is too late! Been Scammed? Now What?? Call Us! Serving Our Seniors is Here to Help You Through The Steps! Pam Hall Wendy Boyer Tammy Jenkins Bree Gilliam Anna Moses 14