Scam, Identity Theft & Preparedness Workshops

Practical presentations for businesses, employee groups, nonprofits, seniors, and community organizations in San Luis Obispo County and virtually.

I provide informative presentations for businesses, employee groups, community organizations, networking groups, and select nonprofit organizations. My goal is to help audiences understand real-world risks, recognize common warning signs, and leave with practical next steps they can use in everyday life or business.

Speaking Topics May Include

• Scam awareness and fraud prevention
• Identity theft and personal information protection
• Cyber hygiene and everyday online safety
• Wills, preparedness, and practical planning
• LegalShield and IDShield education
• Voluntary legal and identity protection benefits
• Small-business organization and administrative systems
• Practical project support and getting things moving
• Employee and community education
• That gives you room to speak more conversationally on a topic without implying every item is a fully packaged workshop.

Practical, Real-World Education

My presentations are designed to be clear, engaging, and easy to understand. I use practical examples, everyday language, and audience-friendly discussion to help people feel more prepared without feeling overwhelmed.

Depending on the group, presentations can be tailored for:

• Small business owners
• Employees and benefit groups
• Women’s groups and networking groups
• Nonprofit organizations
• Community groups
• Seniors and families
• Parent, school, or youth-focused audiences

Will Workshops & Preparedness Events

Will workshops and related education events fit under the broader umbrella of preparedness. These sessions are designed to help people understand why planning matters, what questions they may want to consider, and how to take appropriate next steps with qualified legal resources.

I do not provide legal advice or draft legal documents. When legal guidance is needed, participants should consult an attorney or appropriate legal professional.

Nonprofit & Employee Group Presentations

As part of my commitment to supporting the community, I may offer educational presentations to select nonprofit organizations at no charge, subject to availability and topic fit.

For qualified businesses interested in exploring LegalShield or IDShield as an employee benefit, informational employee presentations may also be available at no charge as part of the benefit education or enrollment process.

Presentation fees may apply for other groups, organizations, or speaking requests depending on the topic, format, preparation needed, and scope of the event.

Popular Workshop Topics

• Can You Spot the Scam?
• Identity Theft Isn’t Just a Credit Card Problem
• Cyber Hygiene: Everyday Habits That Reduce Risk
• Prepared, Not Paranoid: Protecting Your Information and Knowing What to Do Next
• Will & Preparedness Workshops

Presentations can be tailored in length and depth for the audience, and additional topics may be developed when they fit my areas of experience and the needs of the group.

Frequently Asked Questions

Do you speak to senior groups?
Yes. Presentations can be tailored for seniors, families, caregivers, community groups, and other audiences that want practical, easy-to-understand information about scams, identity theft, and personal protection.

Do you offer virtual workshops?
Yes. Presentations may be offered in person or virtually, depending on the group, topic, and location.

Do you speak outside San Luis Obispo County?
Yes. In-person presentations may be available throughout the Central Coast and surrounding areas, and virtual presentations can be offered more broadly.

Can presentations be customized for our group?
Yes. Topics, examples, length, and level of detail can be adjusted based on the audience, event format, and the issues most relevant to your group.

Are your presentations sales pitches for LegalShield or IDShield?
No. Educational presentations are designed to provide useful information first. LegalShield or IDShield may be discussed when relevant to the topic, when requested by the host, or when the presentation is part of an employee-benefit education or enrollment process.

How long are the presentations?
Presentations can be adapted to fit the event. Short talks, lunch-and-learns, and longer workshop formats may all be available depending on the topic and audience.

Do you charge a speaking fee?
It depends on the group, topic, preparation required, and event format. Select nonprofit presentations may be offered at no charge, and qualified employee-benefit presentations may also be available at no charge as part of the benefit education or enrollment process.

Request a Workshop

If you are looking for a practical, approachable speaker for your business, organization, employee group, or community event, I would be happy to learn more.

Tell me a little about your group, the topic you have in mind, the approximate date, and whether the presentation would be in person or online.