You’re invited to “Empower Your Financial Wellness Journey” on Tuesday, October 15th, from 8:30 AM to 12:30 PM, sponsored by the Georgia Secretary of State Office of Brad Raffensperger.
Join St. James Alpharetta’s Senior Ministry (CTSS) for a crucial event featuring expert panelists discussing retirement planning and fraud prevention. Gain insights, resources, and practical tips to enhance your financial security and confidence.
Don’t miss “She Leads,” a program aimed at empowering Georgians to achieve financial success!
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
