GOLDMARK FINANCIAL PLANNERS, LLC

We Are:

Wolfgang T. Sailler
Certified Financial Planner ™

Joseph D. Witt
Certified Financial Planner ™

Email Us

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PO Box 5190
Salem, OR 97304-3060

Call or Write:
Office: (503) 375-0208
Home: (503) 587-9811
Fax: (503) 371-2615
wolfgang@goldmarkfp.com
josephwitt@goldmarkfp.com

Be alert to charity scams during the holiday season

December 26, 2017

Charity scams often pop up during the end of the year as scammers attempt to take advantage of the holiday spirit. A charity scam is when a thief poses as a real charity or makes up the name of a charity that sounds real to get money from you.

We created a new consumer education placemat ] to help older adults protect themselves from charity scams. The placemat is part of a series of consumer education placemats that meal service providers use with their deliveries to homebound seniors and also those who gather at meal sites. | https://pueblo.gpo.gov/CFPBPubs/CFPBPubs.php?PubID=13387%2F&utm_source=newsletter&utm_term=20171221oa

The placemats are free to download or order in bulk. To accompany the latest placemat, we created a brief guide that practitioners can use to prevent, protect, recognize, and report fake charity scams. | https://www.consumerfinance.gov/about-us/blog/holiday-season-dont-let-scammers-take-advantage-your-generosity/?utm_source=newsletter&utm_term=20171221oa

Read our latest blog for more information | https://www.consumerfinance.gov/about-us/blog/holiday-season-dont-let-scammers-take-advantage-your-generosity/?utm_source=newsletter&utm_term=20171221oa

As always, if you have any questions or need any additional information please contact us at olderamericans@cfpb.gov

 Happy Holidays!

 

Stacy Canan
Office for Older Americans
Consumer Financial Protection Bureau

Contact Us

(503) 375-0208
wolfgang@goldmarkfp.com
josephwitt@goldmarkfp.com

 

 

 

PO Box 5190
Salem, OR 97304-3060

 


 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Goldmark Financial Planners, LLC, is a Registered Investment Advisor Firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Goldmark Financial Planners, LLC, would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

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