ReThink Your Money Part 2
ReThink Your Money Part 2: Building Your Financial Toolbox - Livestream Webinar
Whether you’re early in your career wanting to start on the right track or you’re close to retirement, our panelists will cover financial tools which include budgeting, insurance, retirement planning, and estate planning. The right financial tools in your toolbox for each step of your journey can lead to financial independence.
Speakers
Moderator
Donna Lowry is an award-winning journalist who combines a passion for storytelling and a desire to empower others with communication and critical thinking skills surrounding political, educational, and financial issues.
Through her firm, Donna Lowry Communications, she provides consulting, writing, and producing services for educational, media, professional, and business outlets.
Donna serves as host for several programs, including Lawmakers on Georgia Public Broadcasting.
Donna is an eight-time Emmy award winner, a three-time national Gabriel Award recipient, and has garnered honors from countless organizations, including the National Association of Black Journalists, Atlanta Association of Black Journalists, Georgia Associated Press, Society of Professional Journalists, Georgia Association of Educators (GAE), and the Professional Association of Georgia Educators (PAGE).
Her media peers inducted Donna into the prestigious NATAS Southeast Silver Circle to recognize her lasting contributions to the broadcast industry.
Donna has a master's in Journalism from Northwestern University and a Bachelor's in Mass Communications and Administration and Management from Chatham University.
Her professional affiliations include the Atlanta Press Club, the Atlanta Association of Black Journalists, the National Association of Black Journalists, and the Southeastern Chapter of the National Academy of Television Arts and Sciences (NATAS SE).
In her 15th year as a Girl Scout Leader, Donna has led girls ranging in age from kindergarten through 12th grade. Her community service affiliations also include Magnolia (GA) Chapter of Links, Inc., and Nu Lambda Omega Chapter of Alpha Kappa Alpha Sorority, Incorporated.
Donna and her husband, Army Major (Ret) Bennet W. Reid, Jr., are the parents of three daughters.
Certified Financial Planner Professional, Archer Investment Management
Cait is a Certified Financial Planner with Archer Investment Management who helps high-achieving professionals make smart, intentional, and strategic choices with their money. She specializes in serving out-of-the-box households, including high-earning families navigating newfound wealth, LGBTQ+ individuals and couples, intentionally single, divorced, widowed, blended families, and more. She has a background in trauma-informed financial practices and deep expertise in student loans, family planning, and values-aligned goal setting. Her #1 goal for you–and all the clients she works with–is for you to achieve and enjoy your journey to wealth. Cait believes the path to financial success isn’t always paved with gold–it’s paved with intentional-decision making, a sustainable financial plan, and a dash of encouragement and hope along the way. When she's not helping her clients get a detailed plan for their financial goals, you can find her spending time with her wife, friends, family, and Golden Retriever.
Private Wealth Advisor (retired)
Robert (Bob) MacDonald is a retired Private Wealth Advisor. His practice focused on financial planning, tax mitigation and building generational wealth for higher net worth individuals and small business owners. He was also a certified divorce financial analyst.
Bob has a passion for service, especially in the area of financial literacy. He volunteers at local high schools to teach financial literacy courses, and also volunteers with HR departments of local businesses to provide help educate employees.
Bob started his career as a salesperson for a Fortune 500 company eventually rising to a Vice President role before leaving to become CEO of a privately held global enterprise. He is experienced in both M&A activity and Private Equity.
Bob is a graduate of McGill University in Montreal. He has served on various corporate and nonprofit boards and is a Rotarian of over 28 years. He and his wife Terri, two children and three grandchildren all live in the metro Atlanta area.
Private Wealth Manager at Creative Planning
Kristin serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Kristin brings to her clients more than 18 years of experience in the financial services industry. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a Senior Wealth Advisor. Kristin has spent her entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management services.
Kristin earned a Bachelor of Science degree in Marketing and Finance from Florida State University where she graduated with honors. Kristin is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Kristin is passionate about providing financial education to her community. As a former Director of Community Outreach and Pro Bono Planning for the Georgia chapter of the Financial Planning
Association (FPA), Kristin regularly volunteers and helps organize events and finds joy in counseling Metro Atlanta and surrounding communities’ citizens on financial matters. Kristin was recognized for her community efforts in 2020 with the Daily Point of Light Award from the Points of Light organization. In addition, Kristin serves on the board of trustees for the Foundation for Financial Planning.
Kristin is the proud mother of Sophia. In her spare time, Kristin enjoys finding good deals at one of Georgia’s many fine antique malls, taking yoga classes with her husband, Will, and bird watching.
Founder of Lifewater Wealth Management
Fredrick Standfield is the founder of Lifewater Wealth Management, which offers financial guidance and wealth solutions designed to enhance lives. Lifewater Wealth Management focuses on listening and comprehending unique goals, establishing a solid financial foundation, and providing security and peace of mind to clients. The firm's services encompass the development of comprehensive, life-enhancing financial plans, tax and retirement income strategies, estate plans for tax-efficient wealth transfer, and expert investment management.
Fredrick Standfield has garnered more than 25 years of experience in corporate financial planning, budgeting, analysis, and management, including a tenure of 3 years with the esteemed public accounting firm Deloitte. He possesses over a decade of expertise in financial planning and investment management.
In his role as a fee-only financial planner, FredrickStandfield adheres to a fiduciary duty and operates independently, ensuring that he never receives any form of commission payment.
Fredrick is actively engaged with community organizations such Atlanta Habitat for Humanity - Executive Board Member, Victory Church - Board Member, and The Empty Stocking Fund - Prior, Executive Board Member.
Fredrick’s hobbies and interests include all things related to family, college football, travel and all things personal finance related.
Contact
Address
2 MLK Jr Dr SE
Ste 317, West Tower
Atlanta, Georgia 30334
Phone