Senior Savvy: Empower Your Financial Wellness Journey
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Senior Savvy: Empower Your Financial Wellness Journey

Georgia Secretary of State is hosting this She Leads event. Panelists will discuss essential strategies for retirement & fraud prevention.

Date and time

Tuesday, October 15 · 8:30am - 12:30pm EDT

Location

St James Alpharetta St James Alpharetta Sanctuary 3000 Webb Bridge Rd, Alpharetta, GA 30009

3000 Webb Bridge Road Alpharetta, GA 30009

About this event

  • Event lasts 4 hours

It's a FREE workshop featuring speakers and facilitated group discussions.

Strengthen your financial security and build confidence in managing your future with expert insights, resources, and practical tips.



PROGRAM AGENDA

8:30am Registration & continental breakfast

9:00am Opening and Welcome

Opening Remarks

  • Charles Buffington, Founder and CEO of SonSeeker Media Partners

Welcome message

  • Georgia Secretary of State Brad Raffensperger

Financial Wellness Panel Discussion & Audience Q&A

10:50am Break

11:00am Fraud Awareness Panel Discussion and Audience Q&A

12:25pm Closing statements

  • Noula Zaharis, Assistant Commissioner of Securities and Division Director of Securities & Charities Division, Georgia Secretary of State

12:30pm Program concludes


MODERATOR

Donna Lowry, Award Winning Journalist

FINANCIAL WELLNESS PANELISTS

Shardea Ages, CFP®, Co-Founder and Senior Wealth Advisor, Collective Wealth Partners

Robert MacDonald, Private Wealth Advisor, CKM Wealth

Fredrick Stanfield, CFP® and CPA®, Founder, Lifewater Wealth Management


FRAUD AWARENESS PANELISTS

Angela Adams, Elder Justice Coordinator, AUSA

Mark Fellows, MA, CFE, CACTS, CHTI, Georgia Department of Human Services, Division of Aging Service, Forensic Special Initiatives Unit (FSIU), Crimes Against Disabled Adults and Elderly (CADE) Task Force

Noula Zaharis , Assistant Commissioner of Securities and Division Director of Securities & Charities Division, Georgia Secretary of State


Tags

Organized by

Georgia Secretary of State Office of Brad Raffensperger