Guidant Planning Social Media for Retirees

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Guidant Planning Social Media for Retirees Seminar Slides from Feb 21, Pasadena City Library, Donald Wright Auditorium. For more information on retirement and/or investment news, visit our blog at www.allengyee.com

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Guidant Planning Social Media for Retirees

  1. 1. SOCIAL MEDIA: RECONNECTING YOU WITH FAMILY & FRIENDS @allengyee Start www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  2. 2. About Guidant History Guidant Planning is defined by independence, objectivity, experience and it’s holistic approach to planning. You won’t experience the hard sell here. Instead, our job is to evaluate your current financial situation, discuss your financial goals with you and craft a plan designed to meet those goals, making use of appropriate financial strategies.Why Socialize? “Social media provides isolated individuals of any age group with a socializing outlet. It is not uncommon for the elderly in our society to feel as if they have lost their social voice, and the use of social media restores this.” -Bethaney Ferguson, sociology instructor at Cape Fear Community College www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  3. 3. Social Media Training Basic Overview Google +Getting Connected Linkedin Guidant Planning offers the most effective Twitter and well-received training seminar in the Blogging Social Media for retirees. Our approach is "hands-on". We know that skill Facebook development comes from practice. Your Influence www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  4. 4. Social Media Today Phone Smartphone Mail eMail Technology ShiftingChange the communication Channels News eNews Socialize Social.net www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  5. 5. Power of Social MediaSocial media has also revolutionized the way we coordinate and plan events. Whether it’s planning your next party, organizing Floatopia or starting a political movement, social media is the most important organizational tool out there. Meaning?!?! • Imagine a party where you decide the guest list. • It runs 24 hours a day, 7 days a week. • You can visit and leave whenever you like. • Speak or eavesdrop on any conversation, anytime. • And where all your guest have their own parties you can attend too. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  6. 6. Social Media PlatformsThere is a wide range of social media tools to choose from and the task can be confusing. Understandingyour intentions and wants from Social Media should be at the forefront of determining which Social Media platform is best for YOU. Your Goals Whether it is keeping up to date with family and friends, browsing the internet for the best deals on goods, or staying current with investment and retirement information, you need to first list your goals. Where Do I Start Lets take a look at the basics. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  7. 7. Twitter Facts Total Account On Twitter New accounts on Twitter a Day Unique Visitors Characters Max Tweets Per DaySource: www.twitter.com Tweets Per Second www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  8. 8. Facebook Facts Active user on Facebook Minutes/Month Spend on Facebook Pictures Are Uploaded Applications Installed Every Day Users Outside The United StatesSource : www.facebook.com New Websites Integrated Every Day www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  9. 9. Google+ Facts Active user on Google+ Minutes/Month Spend on Google+ Pictures Are Uploaded +1 Applications Installed Every Day Users Outside The United StatesSource : plus.google.com New Websites Integrated Every Day www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  10. 10. Linkedin Facts Professionals Worldwide Minutes/Month Spend on Linkedin New Users a Week Countries its Members Reside In Companies Using for RecruitingSource : www.linkedin.com Fortune 500’s Using for Recruiting www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  11. 11. Blogging Facts Blogs Listed on Technorati Minutes/Month Spent Blogging Corporations That Blog Social Sites Bloggers Use Internet Users Reading BlogsSource : www.blogger.com Bloggers that are Married and/or Parents www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  12. 12. Proofs in the Pudding Usage Growth Over the last 3 years Social Media has seen tremendous growth in both Baby Boomers and older adults. Research shows that with in the next three years 80-90% of all Baby Boomers, Gen Y, and middle to older aged adults will use Social Media.www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  13. 13. Social Media Access The Three Screen, Anytime. Anywhere.www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  14. 14. How Social Media Works Social networks are the relationships that tie us together. Think about what happens when you meet someone new. Introduce Get to Tie things A friend of Yourself talking together a friendHello, my name is You start asking You went to school No previous ties, butJohn, nice to meet questions. School? with one of my all apart of the same you. Job? Age? childhood friends. social network. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  15. 15. How Facebook is Used Communicate with Family & Friends Share your opinions Get Updates on Family & Friends Plan Meetings & Events Promote Charitable Causes & EventsSource : www.facebook.com Send Birthday & Holiday Wishes www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  16. 16. Key Features of Facebook Terms of Privacy Standards Use1. What People See. 1. Threats. 1. Privacy.2. Who Can Find You. 2. Bullying & Harassment. 2. Sharing.3. Who Can Message You. 3. Graphic Violence. 3. Safety.4. Custom Features. 4. Intellectual Property 4. Account Security.5. Control Your Wall. 5. Sexuality & Nudity 5. Mobile Usage.6. Your Information. 6. Spam Messaging. 6. Commercial Content. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  17. 17. Staying Safe of FacebookUnbeknownst to most mainstream Facebook users, the social network actually offers a slew of privacycontrols and security features which can help you batten down the hatches. If used properly, youll never have to worry about whether you should friend the boss and your mom. • Log on to Facebook. Customize • Click on “Account” in the menu on the upper right side of the page. • Select “Privacy Settings” from the options in box under “Account”. • Go to “Customize Settings,” where you can determine who will see different types of information available on your profile page. • Three groups of Facebook users: • Everyone // Friends of Friends // Only Friends • Privacy Settings page lets you customize the settings for your information. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  18. 18. Privacy SettingsBut what can be done? Its not like you can just quit Facebook, right? No - and you dont have to either. You just need to take a few precautions that you can your family can put into practice. • Review the Privacy Settings, choose settings that are right for your family. To Do • Make sure your account is secure by keeping your password safe. • Gain an understanding of Community Standards and Terms of Service. • Block and/or report unwanted or inappropriate messages. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  19. 19. How Twitter is Used Keep You Informed on Legislature Tweet Daily & Monthly Specials Use to Organize Protests Give You Sports Insight Keep You Up to Date on EventsSource: www.twitter.com Broadcast Messages on a Global Scale www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  20. 20. Key Features of Twitter Terms of Privacy Standards Use1. What People See. 1. Threats. 1. Privacy.2. Protect Your Tweets. 2. Bullying & Harassment. 2. Sharing.3. Who Can Message You. 3. Graphic Violence. 3. Safety.4. Who Can Follow You. 4. Intellectual Property 4. Account Security.5. Control Your Feed. 5. Sexuality & Nudity 5. Mobile Usage.6. Your Information. 6. Spam Messaging. 6. Commercial Content. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  21. 21. Staying Safe of TwitterAs Twitter grows in popularity, like Facebook it begins to resemble almost an internet within the internet.Indeed, if Facebook is the second internet, there’s a strong argument that Twitter, even with its relatively slight 25 million users, is the third. That means predators. • Don’t retaliate. Dos and Don’t’s • Do Block the user(s). • Do Unfollow the user(s). • Do Protect your account. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  22. 22. Reporting on Twitter"As social networking, and specifically Twitter, becomes more ingrained in everyday business, it is crucialto understand the nature of attacks happening on these sites, as well as how users and networks can be compromised." says Dr Paul Judge, CRO at Barracuda Networks. • Submit a Support ticket to Twitter Where to Start • Twitter will investigate reports of violent threats – it is up to you to contact the police or other local authorities if you deem necessary and appropriate. • Go to Help (click on the lower right hand side of the page, then click on “Report a Violation”). • Select the “Everything Else” category and then select “Harassment” from the drop-down menu. • You will receive a confirmation once your ticket has been submitted. You can check on the status of tickets submitted by going to the Twitter Support Home Page (http://support.twitter.com/form). www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  23. 23. Tweets to Remember As the micro blogging service continues to grow, it becomes an ever more attractive target for cybercriminals. The nature of Twitter has always meant to be very open, so what are the best ways to protect yourself? Just use these everyday practices with your family. Steps to Safety • Go to Twitter’s Safety Center (http://support.twitter.com/forms). • Use a strong password and change frequently. • Watch out for suspicious links in your replies and direct messages. • Always make sure you’re on Twitter.com before you enter your login information. • Make sure your computer is up-to-date with the most recent security patches, upgrades, and antivirus software. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  24. 24. How Linkedin is Used Contact Former Industry Associates Identify Potential Employers/Employees Promote Your Professional Services Share Ideas Related to Your Profession Get References from Previous EmployersSource : www.linkedin.com Find a Job www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  25. 25. Key Features of Linkedin Terms of Privacy Standards Use1. What People See. 1. Threats. 1. Privacy.2. Protect Your Activity. 2. Bullying & Harassment. 2. Sharing.3. Who Can Message You. 3. Graphic Violence. 3. Safety.4. Who Can Connect. 4. Intellectual Property 4. Account Security.5. Control Your Views. 5. Sexuality & Nudity 5. Mobile Usage.6. Twitter Settings. 6. Spam Messaging. 6. Commercial Content. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  26. 26. Staying Safe of Linkedin In today’s social media gone amok world, everyone thinks they need to be and should be social andsociable with EVERYONE. For some reason many of us think of the Internet as somehow being different than the “real world.” • Manage your information carefully. Manage • Set your privacy controls • Use the Helpful Links section for additional ideas www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  27. 27. Social Media Effects Connections Conversation Building Relationships Social networking sites and the applications which link the two together can also enhance freedomand mobility. They offer the ability to access information and communicate with others at any time and in any place and regardless of the physical location of other people. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  28. 28. Recognize Riskwww.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  29. 29. Issues in Social Media Since most people access social network sites from the comfort and privacy of their home or office, they can be Cyberbulling Young Ones lulled into a false sense of anonymity. Additionally, the lack of physical contact on social network site can lower users natural defenses, leading individuals into disclosing information they would never think ofOnline Predators revealing to a person they just met on a street -- or at a Identity Theft cocktail party. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  30. 30. CyberbullingRefers to any situation where a online user is harassed, taunted or humiliated by their peers via email, social media or other types of websites such as blogs. In lemans terms, it is the online equivalent of physical bullying. Forms • Posting malicious comments or false rumors about an individual. • Posting unattractive or compromising photographs of a person. • Revealing details about a users personal life that they would keep private. • Gaining access to an account and positing malicious comments. How to Stop It • Block Communications. • Reports inappropriate activity to social media sites. • Contact the bully’s Internet Service Provider (ISP). • Report excessive bulling to the proper authorities. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  31. 31. Online PredatorsAn online predator is an adult Internet user who exploits vulnerable children, or teens, usually for sexual or other abusive purposes. Are You a Target • Your grandchildren make or receive calls from numbers you do not know. • Your grandchildren receive mail or packages from unknown sources. • Your grandchildren are using emails/accounts belonging to someone else. • You discover sexually explicit material on their computer or phone. How to Stop It • Address the issue head-on with your grandchildren. • Give your grandchildren and children specific rules to follow. • Carefully monitor or consider your grandchilds use of Social Media. • Conduct regular internet searches for you and your family. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  32. 32. Identity TheftIdentity theft is defined as someone using “personally identifying information like your name or social security number without your permission to commit fraud or other crimes. Types • Phishing – sending phony emails that seem to be from financial institutions, Internet Service Providers, or trusted companies asking you to change or confirm your personal information and/or account passwords. • Emails asking you to click photos, web links, videos, or online invitations that will redirect you to sites that install “spyware”. • Rummaging through discarded papers looking for bills or records that contain personal information. • Posing as government officials, repairmen, or even a spouses/relatives to get bank, utilities or other companies to reveal information about you. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  33. 33. Identity TheftIdentity theft is defined as someone using “personally identifying information like your name or social security number without your permission to commit fraud or other crimes. How to Stop It • Change all your passwords at least once a year. • Monitor activity on your bank, brokerage, and credit accounts monthly. • Be careful who you “friend” or “follow” on Social Media networks. • Know who you connect to on “Linkedin”. • Be on the alert about “phishing” attacks. • Create strong passwords for you accounts. • Consider what information you “tweet”. • Don’t click links from unknown sources. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  34. 34. Things to RememberAction Steps • Gain an understanding of Social Media. • Learn the basics on what ever Social Media platform you use. • Gain the understanding on how to protect you and loved ones. • Get educated on identity theft, cyberbulling, and predatory behavior. • Talk with grandchildren about how to conduct themselves on the internet. • Monitor your grandchildrens internet/social media usage. • Periodically conduct online searches of your name usage. • Keep passwords strong and change them every year. • Know who and what you follow and allow to follow you online. • Keep private information undisclosed on Social Media. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  35. 35. Important InformationDisclosure • This material is provided on an informational basis only an should not be construed as a solicitation for any specific Guidant Planning, Inc. or First Allied, Inc. product and/or service. • Any mention of particular websites or web-related properties should not be construed as an endorsement. www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  36. 36. “Social Media is about sociology and psychology more than technology” - Brian Solis, Principal of FutureWorks www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA2/27/2012 36
  37. 37. Connected with Guidant @allengyee Allen Yee 1499 Huntington Dr Suite 303 626.396.1650 626.799.7030 www.allengyee.comwww.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA
  38. 38. See you in the next Presentation THANK YOU  www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA2/27/2012 38

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