How a Veteran CEO’s Retirement Was Nearly Wiped Out by a Sinister Scam – and What You Must Know to Protect Yourself
My plan? To keep my money and my sanity, and to scam the scammers!
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Anonymous has been the CEO of a small consulting company for more than a quarter of a century, and is a mediator with 150 hours of training. She has held leadership positions locally, nationally, and internationally. So, when she began receiving unsolicited and conflicting information about her deceased husband’s retirement account, she became concerned. Her business experience held her in good stead as she navigated a new-to-her situation, and relied upon bank personnel and others with a legal background. She learned to trust not only her practical knowledge but also her instincts during what was a harrowing experience. Teamwork with professionals overcame what could have been a financial loss.
