Every click, text, and email carries more risk today than ever before.

In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale sit down with Brett J Lee, JD, MBA, CSCP, Chief Compliance Officer at The Planning Center, to unpack the evolving world of cybersecurity and what it means for families, professionals, and firms.

Here’s what you can expect:

• The biggest online threats facing high-net-worth families and why they’re different
• Common red flags in phishing emails, texts, and social engineering attempts
• Practical steps you can take today to strengthen your online safety
• How The Planning Center safeguards client information and verifies identity
• And more!

Connect with Jude Boudreaux CFP®: 

• The Planning Center
• LinkedIn: Jude Boudreaux
• jude@theplanningcenter.com
• Phone: (504) 717-4862

Connect with Caleb Arringdale:

• LinkedIn: Caleb Arringdale
• caleb@theplanningcenter.com 
• Phone: (309) 797-4030

Connect with Brett J Lee:

• brett@theplanningcenter.com
• Phone: (309) 797-4030

About our Guest:

In Brett J Lee’s role at The Planning Center, he strives to protect all stakeholders by cultivating an environment that allows all to feel safe and secure. By promoting an attitude of continuous learning, protecting the essence of the organization’s mission, values, and culture, and nurturing the firm through expertise and education, Brett navigates the organization through complex legal and regulatory environments in the name of protecting TPC and our clients.