What Estate Planners Need to Know About CybersecurityWebinar DescriptionEstate planning professionals handle some of the most sensitive financial and personal data, from trust documents and beneficiary details to asset inventories. That makes law firms, wealth managers, and fiduciaries prime targets for cybercriminals.
In this session, cybersecurity expert Gary Belvin will break down the most common threats facing estate planning professionals today, including business email compromise, ransomware, and social engineering attacks targeting high-net-worth clients. You'll walk away with practical, actionable steps to protect your practice and have informed conversations with your IT providers about what good security actually looks like. Speaker Gary Belvin
Principal, GDB Security
Gary has worked in cybersecurity where the stakes are highest, in the intelligence community at the National Security Agency, securing AI trading algorithms managing over 10% of daily US equity trading as a fintech CISO, and now advancing AI security at Databricks. His privacy innovations power the encryption inside WhatsApp, Signal, and iMessage, securing billions of users worldwide.
As a former Chief Information Security Officer, Gary helped navigate a maze of regulations and build trust with regulators across eight countries, including FINRA and the SEC. He built a coalition of 30 Fortune 100 CISOs that shaped Executive Order 13800 on strengthening America’s cyber defenses.
As Principal of GDB Security, Gary brings this enterprise-grade expertise to family offices, law firms, startups, and financial firms, translating complex security challenges into strategic guidance.
Educational Track and Level 
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Schedule10:00 am - 10:10 am - Opening Remarks 10:10 am - 11:00 am - Presentation and Q&A
Registration FeesMembers - $10
Non-Members - $20
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