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Parcion Private Wealth | Young Successor Video Series
Cyber Security & Employer Benefits

This session will focus on digital risk management and employer benefits plans including: 401(k)s, restricted stock units, and stock options. Terry Cook will lead the discussion and will feature Frances Dewing, CEO and Co-founder and Josh Harris, Manager with Rubica, as well as, Parcion’s Head of Advanced Planning, Ryan Halleran. Frances and Josh will share tools and techniques for protecting yourself from cyber-attacks and reveal the eye-opening ways that cybercriminals are expanding their $600B business through new work-from-home vulnerabilities. Ryan will review financial planning tips and potential tax implications for employer 401(k) plans, and restricted stock units and stock options. If you have a topic of interest or question you would like our speakers to address, please fill out the final section of our call registration.

Oct 1, 2020 04:00 PM in Pacific Time (US and Canada)

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Speakers

Frances Dewing
CEO @Rubica Inc.
Rubica is the only solution powerful enough to protect a world-class corporation but designed specifically for people: Easy-to-use, respectful of choice and privacy, and built for the practicalities of our modern, mobile, remote-working lives. Frances regularly consults to boards, Fortune 100 executives, and high-net-worth private client groups on cybersecurity issues and best practices. Formerly Chief Operating Officer of Concentric Advisors, a consultancy specializing in cyber and physical security for some of the world’s most high-profile figures, Frances was instrumental in developing Concentric’s cybersecurity division and client base in Seattle and Silicon Valley. Frances is frequently cited in top-tier publications such as Forbes, Financial Times, and Thrive Global and presented at RSA, the largest cybersecurity conference in the world. Frances is a Washington State attorney with a JD from the University of Washington, and a BA from Loyola Marymount University.
Joshua Harris II
Manager of Concierge Support @Rubica, Inc.
Joshua helped design Rubica’s customer support department from scratch, providing an important link between technical cybersecurity, practical advising and support for non-technical customers. His passion for both cybersecurity and helping people is evident in everything he does. His background in customer support and public service gave Joshua the experience and perspective needed to build the excellent service standards offered by Rubica.
Terry Cook
CEO, Managing Partner @Parcion Private Wealth
With more than 26 years of experience, Terry founded Parcion Private Wealth to deliver world-class, family office style services to entrepreneurs, and wealth creators. In addition to serving as Parcion’s CEO and Chief Investment Officer, Terry lectures frequently to industry groups and business owners on succession planning and wealth management-related topics. A graduate of University of Oregon, with a degree in economics, Terry is a Certified Financial Planner™ professional and Certified Investment Management Analyst (CIMA®).