Interactive Workbook: Financial Theft

These workbook questions were curated by Suze Orman. The goal is to go deeper into the lesson and further your understanding. Your answers are private, no one else can see them.

Note: When you're done adding your entry, click 'Save' below. You will be able to edit your workbook at any point.

1

How much money do you have invested?

2

Do you know what your money is invested in?

3

Have you checked on your account? Did you go directly on the actual brokerage firm or bank website to check on your investments?

4

Have ever been asked to write a personal check to your financial advisor? Did you?

5

Have you been scammed? What did you do about it?

6

What was your responsibility in this situation?

7

How will you act differently moving forward?

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