Guidant Planning Social Media for Retirees

SOCIAL MEDIA: RECONNECTING YOU WITH FAMILY & FRIENDS

@allengyee

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www.guidantplanning.com | 626.396.1650 | 1499 Huntington Dr Suite 303 South Pasadena, CA

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


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


Social Media Today

Phone Smartphone

Mail eMail
Technology Shifting
Change the communication Channels

News eNews

Socialize Social.net


Power of Social Media

Social 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.


Social Media Platforms

There is a wide range of social media tools to choose from and the task can be confusing. Understanding
your 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.


Twitter Facts

Total Account On Twitter

New accounts on Twitter a Day

Unique Visitors

Characters Max

Tweets Per Day

Source: www.twitter.com
Tweets Per Second


Facebook Facts

Active user on Facebook

Minutes/Month Spend on Facebook

Pictures Are Uploaded

Applications Installed Every Day

Users Outside The United States

Source : www.facebook.com
New Websites Integrated Every Day


Google+ Facts

Active user on Google+

Minutes/Month Spend on Google+

Pictures Are Uploaded

+1 Applications Installed Every Day

Users Outside The United States

Source : plus.google.com
New Websites Integrated Every Day


Linkedin Facts

Professionals Worldwide

Minutes/Month Spend on Linkedin

New Users a Week

Countries its Members Reside In

Companies Using for Recruiting

Source : www.linkedin.com
Fortune 500’s Using for Recruiting


Blogging Facts

Blogs Listed on Technorati

Minutes/Month Spent Blogging

Corporations That Blog

Social Sites Bloggers Use

Internet Users Reading Blogs

Source : www.blogger.com
Bloggers that are Married and/or Parents


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.


Social Media Access

The Three Screen,
Anytime. Anywhere.


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 friend

Hello, my name is You start asking You went to school No previous ties, but
John, nice to meet questions. School? with one of my all apart of the same
you. Job? Age? childhood friends. social network.


How Facebook is Used

Communicate with Family & Friends

Share your opinions

Get Updates on Family & Friends

Plan Meetings & Events

Promote Charitable Causes & Events

Source : www.facebook.com
Send Birthday & Holiday Wishes


Key Features of Facebook

Terms of
Privacy Standards
Use

1. 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.


Staying Safe of Facebook

Unbeknownst to most mainstream Facebook users, the social network actually offers a slew of privacy
controls and security features which can help you batten down the hatches. If used properly, you'll 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.


Privacy Settings

But what can be done? It's not like you can just quit Facebook, right? No - and you don't 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.


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 Events

Source: www.twitter.com
Broadcast Messages on a Global Scale


Key Features of Twitter

Terms of
Privacy Standards
Use


2. Protect Your Tweets. 2. Bullying & Harassment. 2. Sharing.


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.


Staying Safe of Twitter

As 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.


Reporting on Twitter

"As social networking, and specifically Twitter, becomes more ingrained in everyday business, it is crucial
to 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).


Tweets to Remember

As the micro blogging service continues to grow, it becomes an ever more attractive target for cyber
criminals. 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.


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 Employers

Source : www.linkedin.com
Find a Job


Key Features of Linkedin

Terms of
Privacy Standards
Use


2. Protect Your Activity. 2. Bullying & Harassment. 2. Sharing.


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.


Staying Safe of Linkedin

In today’s social media gone amok world, everyone thinks they need to be and should be social and
sociable 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


Social Media Effects

Connections Conversation Building Relationships

Social networking sites and the applications which link the two together can also enhance freedom
and 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.


Recognize Risk


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 of
Online Predators revealing to a person they just met on a street -- or at a
Identity Theft
cocktail party.


Cyberbulling

Refers 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.


Online Predators

An 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 grandchild's use of Social Media.

• Conduct regular internet searches for you and your family.


Identity Theft

Identity 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.


Identity Theft

Identity 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.


Things to Remember

Action 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 grandchildren's 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.


Important Information

Disclosure • 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.


“Social Media is about sociology and
psychology more than technology”
- Brian Solis, Principal of FutureWorks


2/27/2012 36

Connected with Guidant

@allengyee

Allen Yee

1499 Huntington Dr Suite 303

626.396.1650

626.799.7030

www.allengyee.com


See you in the next Presentation

THANK YOU 


2/27/2012 38

Guidant Planning Social Media for Retirees

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