Senior Savvy: Empower Your Financial Wellness Journey - ATLANTA

We are proud to partner with Nu Lambda Omega Chapter of Alpha Kappa Alpha Sorority, Inc.® and Senior Medicare Patrol (SMP) for this important financial wellness event.

Join us for “Senior Savvy: Empower Your Financial Wellness Journey.” Our panelists will discuss essential strategies for retirement planning and fraud prevention. Strengthen your financial security and build confidence in managing your future with expert insights, resources, and practical tips.

This event is completely free and open to everyone across the state of Georgia. We especially encourage senior citizens, their family members, and caregivers to attend.

PROGRAM AGENDA

8:30am Registration & Continental Breakfast

9:00am Opening/Welcome & Panel 1 Discussion

Opening Remarks

Welcome message

• Georgia Secretary of State Brad Raffensperger

Panel I Discussion

• "Financial Wellness" Panel Discussion & Audience Q&A

10:50am Break

11:00am Panel 2 Discussion

• "Fraud Awareness" Panel Discussion & Audience Q&A

12:25pm Closing statements

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

12:30pm Program concludes

MODERATOR

Donna Lowry, Award Winning Journalist

FINANCIAL WELLNESS PANELISTS

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

Tiffany Kent, CFP ®, Principal of Wealth Engagement, LLC

Fredrick Standfield, Founder of Lifewater Wealth Management

FRAUD AWARENESS PANELISTS

Nathan Coflin, CACTS, Georgia Team Lead, Community Outreach Specialist, Senior Medicare Patrol, AdviseWell Inc.

Shawn Horace, Senior Special Agent CFE, CACTS, Criminal Investigations Division, Office of Commissioner John F. King

Melissa Sneed, Deputy Commissioner for Supervision for the Georgia Department of Banking and Finance

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

Host or Publisher Georgia Secretary of State Office of Brad Raffensperger