• Part 3: Securing Your Golden Future

    Part 3 of a 3-part series, "Securing Your Golden Future," will unlock the essential strategies for securing your golden future. Whether you’re preparing for retirement, striving to build lasting wealth, or interested in funding long-term care, this session is designed specifically for those aiming to attain financial independence and stability.

    This webinar is moderated by Award-winning Journalist Donna Lowry. The speaker is Kamila Elliott, MBA, CFP®, Co-Founder and Senior Wealth Advisor at Collective Wealth Partners.

  • Part 2: Investing 101: Building Your Financial Future

    Part 2 of a 3-part series, “Investing 101: Building Your Financial Future” is a comprehensive webinar designed to empower participants with fundamental knowledge and strategies essential for successful investing. Learn essential strategies and insights to kickstart your journey towards financial success through smart investing.

    The webinar series is moderated by Award-winning Journalist Donna Lowry. Speakers include Shardea Ages, CFP®, Co-Founder and Senior Wealth Advisor at Collective Wealth Partners and Kamila Elliott, MBA, CFP®, Co-Founder and Senior Wealth Advisor at Collective Wealth Partners.

Financial Literacy Videos

  • Part 1: Planning for Unexpected

    In Part 1 of a 3-part series “Planning for Unexpected,” you will learn effective methods to proactively plan and adjust your budget to withstand unexpected expenses and economic shifts. Our panelists will share insights on building flexibility into your financial plans and maintaining stability in uncertain times. Join us to empower your financial resilience and make informed decisions for a secure future.

    This webinar series is moderated by Award-winning Journalist Donna Lowry. Speakers include Shardea Ages, CFP®, Co-Founder and Senior Wealth Advisor at Collective Wealth Partners and Kamila Elliott, MBA, CFP®, Co-Founder and Senior Wealth Advisor at Collective Wealth Partners.

  • Unmasking Scams: Guarding Against Deception

    Join us for an enlightening webinar, 'Unmasking Scams: Guarding Against Deception', where we delve into the intricate world of fraud and deception. In this session, we'll uncover the masks of various scams, empowering you with essential knowledge to protect yourself and your loved ones against financial and personal exploitation. From investment fraud to identity theft, we'll explore common tactics used by scammers and provide practical strategies for detection and prevention.

    The webinar is moderated by Award-winning Journalist Donna Lowry. Speakers for this free webinar include Ryan Germany, Partner at Gilbert, Harrell, Sumerford & Martin, P.C.; Kamal Ghali, Partner at Chaiken Ghali LLP; Kyle Innis, Managing Director & Associate General Counsel, State Government Affairs of SIFMA; and Stephen McClain, Assistant U.S. Attorney for the Northern District of Georgia in Atlanta.

  • Fearless Fundraising for Your Small Business-Brunswick

    June 5, 2024 FIN FIT live event at Queen and Grant, Brunswick, GA Panelists from the community discuss how to fearlessly raise capital to finance your small business, as well as discuss the details of the Invest Georgia Exemption (IGE). The event is moderated by Donna Lowry, an Award-Winning Journalist. Panelists for this event include Panelists for this event include Jimmy Arnold, Co-owner of Dynamic Landscape Design and Pressure Washing & CEO/Founder of Dynamic Business Consulting; Marguerite Pressley Davis, Founder & CEO, Finance Savvy CEO®, Angel Investor & Small Business Advisor; Mary Harris Jenrette, President and Chief Executive Officer of Marshland Credit Union; David Lewis, Area Director of the Brunswick office of the University of Georgia Small Business Development Center (UGA SBDC); Pryce May, Founder and Executive Director of the esteemed Golden Isles Film Festival, Inc. & Creative Director of PM Cinematography; and Dr. Ande Notkes, Founding Executive Director of the Lucas Center for Entrepreneurship.

  • Grow and Preserve Your Wealth-Find the Right Financial Professional

    In today's complex financial landscape, individuals are faced with a myriad of choices and challenges. Whether you're planning for retirement, managing investments, or strategizing for long-term wealth accumulation, the guidance of a seasoned financial professional can make all the difference. Join us as we delve into the reasons why collaborating with a financial expert is crucial for achieving your financial goals and securing a prosperous future.

    The webinar is moderated by Award-winning Journalist Donna Lowry. Speakers for this free webinar include Christine M. Kieffer, Senior Director, FINRA Investor Education Foundation; Tiffany Kent, CFP®, Principal of Wealth Engagement, LLC; and Adam Tolliver, CFP®, ChFC®, Financial Advisor Partner, Artisan Financial Strategies.

  • Fearless Fundraising for Your Small Business-Dalton

    April 4, 2024 FIN FIT live event at Dalton State College, Dalton, GA. Panelists from the community discuss how to fearlessly raise capital to finance your small business, as well as discuss the details of the Invest Georgia Exemption (IGE). The event is moderated by Donna Lowry, an Award-Winning Journalist. Panelists for this event include Marguerite Pressley Davis, Founder & CEO, Finance Savvy CEO®, Angel Investor & Small Business Advisor; Tyler Hudson, Head Coach and Founder, Shankly Elite Training, LLC; Linden Jackson, America’s Financial Wellbeing Coach, Operation HOPE; Peter Matthews, Area Advisor, UGA SBDA; and Adam Shull, SVP, Chief Credit Officer, North Georgia National Bank.

  • Part 3: Business Expansion Strategies and Long-Term Funding

    For Part 3 of our 3-part series, our panelist explore actionable pathways to scale your operations and securing sustainable financial growth. Learn about strategies to elevate your business, while unlocking future funding opportunities. Let’s discover how to transform your vision into a reality! The webinar is moderated by Award-winning Journalist Donna Lowry and is facilitated by President of Praxis Strategic Solutions, Anita Davis.

  • Part 2: Strategies for Mastering Funding

    Explore actionable pathways for scaling your operations and securing sustainable financial growth. Learn about strategies to elevate your business, while unlocking future funding opportunities. Let’s discover how to transform your vision into a reality! This webinar is moderated by Award-winning Journalist Donna Lowry and will be facilitated by President, Lead Strategist, and Chief Funding Matchmaker at Praxis Strategic Solutions, Anita Davis.

  • Part 1: The 5 C's of Credit

    Gain insights of the Five C's of Credit. Be empowered to make informed financial decisions, secure funding, and establish a strong financial foundation. The webinar is moderated by Award-winning Journalist Donna Lowry and will be facilitated by President, Lead Strategist, and Chief Funding Matchmaker at Praxis Strategic Solutions, Anita Davis.

  • Fearless Fundraising for Your Small Business-Conyers Pt. 2

    November 9, 2023 

    FIN FIT live event at the Georgia International Horse Park in Conyers, GA. Panelists from the community discuss how to fearlessly raise capital to finance your small business, as well as discuss the details of the Invest Georgia Exemption (IGE). The event is moderated by Donna Lowry, an Award-Winning Journalist. Panelists include Nickolas Downey, Engineer, Founder CEO, MerchLogix, Inc.; Victoria DuBose, Assistant Vice President, Branch Leader III, Truist Bank; Linden Jackson, America’s Financial Wellbeing Coach, Operation HOPE; and Karen Rands, Chief Compassionate Capitalist, Owner of Kugarand Capital Holdings.

  • Fearless Fundraising for Your Small Business-Conyers Pt. 1

    November 9, 2023 

    November 9, 2023 FIN FIT live event at the Georgia International Horse Park in Conyers, GA. Panelists from the community discuss how to fearlessly raise capital to finance your small business, as well as discuss the details of the Invest Georgia Exemption (IGE). The event is moderated by Donna Lowry, an Award-Winning Journalist. Panelists include Nancy Alhabashi, Owner of Nancy’s Candy and Spice; Steve Bromell, Operations Manager, Pro Cutters Lawnscapes, Inc; Desha Elliott, Market Development Manager of Accion Opportunity Fund; and Ryan Swanson, GA SBDA Business Consultant.

  • Fearless Fundraising for Your Small Business-Augusta

    October 26, 2023
    FIN FIT live event at The Savannah Rapids Pavillion in Martinez, GA.
    Panelists from the community discuss how to fearlessly raise capital to finance your small business, as well as discuss the details of the Invest Georgia Exemption (IGE).  The event is moderated by Donna Lowry, an Award-Winning Journalist. Panelists for this event include Rafy Bassali, Entrepreneur and Owner at Swank Augusta & RB Capital Investments; Marguerite Pressley Davis, Founder & CEO, Finance Savvy CEO™ and creator of Your Profit Playbook™; Rebecca Callis Mixson, Business Consultant, GA SBDC; Cody Shepherd, Executive Vice President, CSR Business Lending; and Dustin Young, Senior Vice President, Director of Lending and Business Services, Pinnacle Bank.

  • Fearless Fundraising for Your Small Business-Gainesville

    September 14, 2023 

    FIN FIT live event at The Brenau University Center in Gainesville, GA. Panelists from the community discuss how to fearlessly raise capital to finance your small business, as well as discuss the details of the Invest Georgia Exemption (IGE). The event is moderated by Donna Lowry, an Award-Winning Journalist. Panelists for this event include April Berry, Commercial Lender, Access to Capital for Entrepreneurs (ACE); Marguerite Pressley Davis, Founder & CEO, Finance Savvy CEO™ and creator of Your Profit Playbook™; Nickolas Downey, Engineer, Founder CEO, MerchLogix, Inc.; Matt Dubnik, Chief Engagement Officer, Forum Communications; Steven Gold, President and CEO, Allied Financial; Mike Underwood, Senior Vice President, Peach State Bank & Trust; and Amanda Wilbanks, CEO & Founder of Southern Baked Pie.

  • Fearless Fundraising for Your Small Business-Savannah

    June 22, 2023 FIN FIT live event at The Savannah Station in Savannah, GA. Panelists from the community discuss how to fearlessly raise capital to finance your small business, as well as discuss the details of the Invest Georgia Exemption (IGE). The event is moderated by Donna Lowry, an Award-Winning Journalist. Panelists include Becky Brownlee, Area Director for Small Business Development Center (SBDC); Kristy Crill, Founder of The Dive Savannah & The Dive Savannah Foundation; Marguerite Pressley Davis, Founder & CEO, Finance Savvy CEO™ and creator of Your Profit Playbook™; Terrence Louk, Chief Executive Officer of Coastal Area District Development Authority, Inc. (CADDA); Diana Morrison, Owner & CEO of Ad Specialty Services; Vernell Stewart, Access to Capital for Entrepreneurs, Women’s Business Center, Savannah Region; and Nathaniel Wayne, Small Business Loan Officer, Small Business Assistance Corporation (SBAC).

  • One-Stop Shop: SOS Licensing, Corporations, Securities/Charities

    The Georgia Secretary of State's Division Directors of SOS Licensing, Corporation and Securities/Charities, will provide details about their division and walk you through the sos.ga.gov website for all of your small business needs.

    The event will be moderated by Shardéa Ages, CFP®, Co-founder and Senior Wealth Advisor at Collective Wealth Partners. Speakers for this free webinar include Wanda Jaffe, Deputy Director of Georgia Secretary of State’s Professional Licensing Division; Anika M. Walker, Director of the Georgia Secretary of State’s Corporations Division, and Noula Zaharis, Assistant Commissioner of Securities and the Director of the Georgia Secretary of State’s Securities & Charities Division.

  • Investment Fraud: Spot the Red Flags and Take Action

    Investment fraud continues to plague businesses, as it has for decades, even during and after the pandemic. According to the FTC, investors reported losing more than $3.8 billion to fraud in 2022. Protecting your assets is important to ensure the financial well-being and retirement security of millions of Americans. Our panelists discuss the dynamics of investment fraud victimization, how fraudsters use social influence tactics to defraud their victims, highlight the top red flags of fraud, and how you can take action steps to protect your investments.

    The webinar is moderated by award-winning journalist Donna Lowry. Speakers include David F. Blake, CFE, CECFE, CACTS, Financial Forensic Specialist, Georgia Department of Human Services; Kamal Ghali, Co-founder, Chaiken Ghali LLP, Gerri Walsh, President, FINRA Investor Education Foundation, Senior Vice President, Investor Education, FINRA; and Simone Williams, Media & Public Relations Lead, BBB Atlanta & NE Georgia.

  • Part 2-ReThink Your Money: Building Your Financial Toolbox

    Whether you’re early in your career and want to start on the right track or you’re close to retirement, our panelists 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.

    The event is moderated by award-winning journalist Donna Lowry. Speakers include Cait Howerton, MBA, CFP®, Certified Financial Planner Professional at Archer Investment Management; Robert MacDonald, Private Wealth Advisor (retired); Kristin M. Pugh, CFP®, Private Wealth Manager at Creative Planning; and Fredrick Standfield, Fredrick Standfield, CFP®, CPA®, Founder of Lifewater Wealth Management.

  • ReThink Your Money: Building Your Financial Toolbox

    When it comes to financial knowledge, it’s not only important to have the right tool for the job, but also to know how to use it for maximum benefit. Building your financial toolkit takes time, focus and dedication. Knowing where you stand financially will help you act proactively and avoid costly problems. Our panelists discuss the various financial tools to help manage your personal finances and gain the confidence you need to make better financial decisions.

    The webinar is moderated by award-winning journalist Donna Lowry. Speakers include Cait Howerton, MBA, CFP®, Certified Financial Planner Professional at Archer Investment Management; Robert MacDonald, Private Wealth Advisor (retired); Kristin M. Pugh, CFP®, Private Wealth Manager at Creative Planning; and Fredrick Standfield, Founder of Lifewater Wealth Management.

  • Invest Wisely

    Investing can be a great way to help grow your money. By making smart decisions to invest in investments that are right for you, you can reduce the risk factor, increase the reward factor, and generate returns. And that means you’ll have more economic power in the future. Our panelists explore the different ways to invest as well as specific factors to take into consideration when investing.

    The webinar is moderated by the Host/Producer of Lawmakers and Lawmakers: Beyond The Dome on GPB-TV Donna Lowry. Our panelists include Steve Davenport, Principal at Circa Capital, LLC; Tiffany Kent, CFP®, Principal of Wealth Engagement, LLC; Malik S. Lee, CFP®, CAP®, APMA®, Managing Principal and Founder of Felton & Peel Wealth Management; and Robert Mascio, Director of FINRA Investor Education Foundation.

  • Military Money: Personal Financial Readiness

    No matter where you are in your military career, taking time to assess your financial well-being can provide insights into whether you’re financially fit. Our panelists discuss the fundamentals of money management, investing, avoiding debt and creating practical solutions for financial goals, saving for retirement, and resources available to you for your financial future.

    The webinar is moderated by Moderator, Host/Producer of Lawmakers and Lawmakers: Beyond The Dome on GPB-TV Donna Lowry. Speakers for this free webinar include Kimber Armstrong, Strategic Partnerships Lead at BBB Atlanta & NE Georgia; Shay Cook, MS, AFC®, FFC®, Financial Readiness Manager - FINRA Investor Education Foundation; Kim Lankford, Personal Finance Journalist; and CPT Jordan M. Thompson, Growth Development Director & Financial Advisor.

  • SeniorSAFE: Protecting Your Finances

    Elder and disabled adults may have to rely on others for help in their personal and financial activities. Unfortunately, there are people who seek to take advantage of elder adults and disabled adults for their own personal financial gain. Knowing the signs of financial abuse may help save you, your loved one, or senior friend from devastating financial scams or other fraud. Our panelists give you tips and resources to help spot, prevent and report elder financial exploitation.

    The webinar is moderated by Moderator, Host /Producer of Lawmakers and Lawmakers: Beyond The Dome on GPB-TV Donna Lowry. Speakers for this free webinar include Mark A. Fellows, CFE, CACTS, Financial Forensic Specialist, Forensic Special Initiatives Unit; Christine N. Kieffer, Senior Director, FINRA Investor Education Foundation; Ron Long, Principal, Long Life Consulting; and Simone Williams, Media & Public Relations Lead, BBB Atlanta & NE Georgia.

  • Marriage and Money: Starting Your Financial Life Together

    As you start your new life together, getting aligned on how to handle your finances is essential to a strong, positive union. Creating a financial plan as a team is one of the goals that you should put at the top of your to-do list, both for today and for the future. The panelists will have a conversation about marital finances to continue leading a happy, healthy marriage.

    The event ia moderated by Donna Lowry, Capitol Correspondent and Host of Lawmakers and Lawmakers: Beyond The Dome on GPB-TV. Panelists for this free webinar include Clinton Ages, Implementation Coach and Change Management Practitioner; Shardéa Ages, CFP®, Co-founder and Chief Compliance Officer of Collective Wealth Partners; and Dennis G. Collard, Atlanta Divorce and Family Law Attorney, Collard Family Law LLC.

  • StartUp Strategies: Essential Resources for Your Small Business

    Starting a small business is hard work in any environment, but it's even more challenging in a tough economy. Our panelists discuss essential steps and provide resources you’ll need to take to get your business off the ground and continue to build a foundation for long-lasting business success.

    The event is moderated by Jennifer H. Sherer, Ph.D., Director, Entrepreneurship and Innovation Institute, Executive Officer for Entrepreneurship, Georgia State University. Panelists include Anita Davis, President and Chief Funding Matchmaker, Praxis Strategic Solutions; Jane McCracken, Chief Growth Officer, Corps Team; and Wendy Willis, Business Development, Tandem Bank.

  • Secure Your Finances: Your best defense against fraud

    Today, it’s more important than ever to be vigilant and careful about your personal finances. Our expert panel will educate you on how to proactively protect yourself against various financial frauds and provide tips and resources to keep your money safe.

    The webinar is moderated by Noula Zaharis, Director, Securities & Charities Division Georgia Secretary of State. The panel of speakers includes Anna M. Burns, Federal Trade Commission Regional Director, Southeast Region; Kruti Bolick, Chief Risk Officer at Homrich Berg; Kamal Ghali, Partner at Bondurant Mixson & Elmore LLP; and Christine M. Kieffer, Senior Director of the FINRA Investor Education Foundation.

  • Handling Inflation: Protecting your personal finances

    While you do not control inflation directly, you have control over how you handle your budget, spending, and investments in differing economic market conditions. The effect inflation will have on your personal finances will depend on your individual circumstances, but there are some areas where almost everyone will feel the effects. Speakers on the panel provide guidance to help optimize and protect your personal finances.

    The webinar is moderated by Capitol Correspondent and Host of Lawmakers and Lawmakers: Beyond The Dome on GPB-TV Donna Lowry. The speakers include Donna Trainor, CPA, CFP®, Senior Associate of Homrich Berg and Pro Bono Director of Financial Planning Association of Georgia; Juanita Warren, Accredited Financial Counselor® and Virtual Financial Coach; and Tiffany Kent, CFP®, Principal of Wealth Engagement, LLC.

  • Developing Your Fundraising Strategy

    Success on the fundraising trail begins with a well-crafted fundraising strategy. In Part 4: “Developing your fundraising strategy,” we will cover how to develop a winning fundraising strategy. With specific exercises, you'll be able to take action right away in developing your own fundraising strategy.

    A workbook for this workshop is available for download in the links section at https://vekeo.com/georgiasecstate. The event is moderated by Award-winning Journalist Donna Lowry and is facilitated by Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis.

  • Pricing Your Products and Services

    Mispriced products and services are one of the biggest money leaks for businesses. In Part 3: “Pricing your products and Services,” you will learn how to develop your pricing strategy to ensure you are pricing your products and services for optimal business success.

    A workbook for this workshop is available for download in the links section at https://vekeo.com/georgiasecstate.

    The event is moderated by Award-winning Journalist Donna Lowry and is facilitated by Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis.

  • Business Financial Planning Essentials

    Business financial planning is essential for ensuring that your business is on track for long-term financial stability and viability, and is also critical during fundraising. In Part 2: “Business Financial Planning Essentials,” we explore popular revenue models, how to decide which is best for you and new ones to use.

    A workbook for this workshop is available for download in the links section at https://vekeo.com/georgiasecstate.

    The events will be moderated by Award-winning Journalist Donna Lowry and will be facilitated by Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis.

  • Maximizing Profits Through Selecting Optimal Revenue Models

    There are multiple ways to make money with your products and services, but leveraging the right revenue models will maximize your revenue potential. In Part 1: “Maximizing Profit Through Selecting Optimal Revenue Models,” we will explore popular revenue models, how to decide which is best for you and new ones to use.

    A workbook for this workshop is available for download in the links section at https://vekeo.com/georgiasecstate.

    The events will be moderated by Award-winning Journalist Donna Lowry and will be facilitated by Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis.

  • The Pandemic Pivot: Surviving and Thriving

    Crises and large-scale disruptions can challenge even the best business models. The COVID-19 pandemic has demonstrated this at a scale previously unseen. Businesses large and small have had to pivot, in some way, shape or form, restructuring and redefining themselves to adapt to the conditions created by the pandemic. Our panel of small business owners share the necessary shifts and strategies they used to keep their businesses alive and how they are continuing to thrive and engage customers and employees even in these challenging times.

    The webinar is moderated by Award-winning Journalist Donna Lowry. Speakers include Engineer, Founder CEO, Nead Werx, Inc. Nickolas Downey; Guest Speaker CEO/Fashion Designer, T31™ Elena Carné; President and Head Brewer, Anderby Brewing Preston Smelt and Owner and Manager of 3 Parks Wine Shop Sarah Pierre.

  • The Art of Start Ups Part 2: More to explore

    Finding startup funding may feel like a hopeless task. But with the right guidance, you can look in the right places for the right kind of funding — and get your startup exactly where it needs to be. Our panelists further explore several alternative financing methods for your startup, giving you the essential knowledge you need to make the best choice for your new business.

    The event is moderated by Award-winning Journalist Donna Lowry. Speakers include Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis; Assistant Director of the Advanced Technology Development Center (ATDC) Jane McCracken; and Managing Member of Kendrick Advisory & Advocacy Group Ms. Dar'shun Kendrick, JD/MBA.

  • The Art of Start Ups: Funding options demystified

    Starting a business and making it profitable is hard enough. Our panelists discuss how to fund, bootstrap and finance a small business. They also discuss the Invest Georgia Exemption (IGE), which can be a powerful tool for Georgians looking to raise capital and fund their new venture, or just grow their already thriving business.

    The webinar is moderated by Award-winning Journalist Donna Lowry. Speakers included are Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis; Assistant Director of the Advanced Technology Development Center (ATDC) Jane McCracken; and JD/MBA Managing Member of Kendrick Advisory & Advocacy Group Ms. Dar'shun Kendrick.

  • Securing Capital: Navigating the process

    “Securing Capital: Navigating the Process” focuses on securing capital for non-profits or for for-profits in the form of debt or equity. The panelists discuss how to prepare for meetings with potential lenders or investors, and what to expect from them throughout the process. The speakers suggest resources for participants to secure capital for their own non-profits and for-profits.

    The event is moderated by Award-winning Journalist Donna Lowry. Speakers include Founder & CEO, Finance Savvy CEO™ and creator of Your Profit Playbook™ Marguerite Pressley Davis; President of SheLends Consulting Maria “Mayte” Peck; and Founder and Principle of The KAL Firm Kaseem Ladipo.

  • Get Back on Track: Rebuilding your personal finances and small business post pandemic

    Coach Clinton discusses a clear actionable goal-based plan with steps to help you stay organized.

  • The Juggling Act: Managing competing financial priorities

    Many women have to juggle several competing priorities, such as raising kids or caring for parents and adult children. At the same time, like everyone else, these women are trying to have rich life experiences, build side businesses, and invest for the future. Doing all of this at the same time is not only often exhausting, but it can also be difficult to manage financially.

    The panelists discuss how to optimally manage your cash flow, leverage debt, use insurance, and invest your money to help reach short, medium, and long-term goals.

    The event is by Donna Lowry. Speakers include Partner and Wealth Advisor at Greenwood Wealth Management Shardea Ages, CFP®; Board Member for the Financial Planning Association of Georgia Serina Shyu, AIF®, CFP®; and President of GRID 202 Partners Kamila Elliott, MBA, CFP®.

  • A Financial Mindset: The secret sauce to success

    “A Financial Mindset: The Secret Sauce To Success” is a conversation about protecting your investment in yourself by having a clear personalized plan of action, and then investing the hard work and resources to allow success to come into view.

    Speakers for the event include Engineer, Founder CEO, Nead Werx, Inc. Nicholas Downey; Investor & Advisor, BLH Ventures, Inc. Ashish Mistry; and President and Chief Funding Matchmaker, Praxis Strategic Solutions Anita Davis. This webinar is hosted by GPB Lawmakers’ Donna Lowry.

  • Smart Money Moves: Side hustle, small businesses and investing (Gen z & Millennial edition)

    “Smart Money Moves” is a conversation to help Gen Z’ers and Millennials make the most of their money and financial life while working part-time gigs, side hustles, and small business ownership. Our panelists will discuss making extra cash, types of business ownership, how to invest and save with your current financial situation as well as how to invest for retirement as a small business owner.

    Smart Money Moves will be hosted by Donna Lowry, a seven-time Emmy award winner, veteran journalist, and host of GPB Lawmakers. Speakers for the event include Lead Planner of Facet Wealth, Cait Howerton, MBA, AFC®, CFP®; Lead Planner of Facet Wealth, Alex Wilson CFP®, BFA™; and Financial Coach, SmartPath, Financial Counselor, Zeiders Enterprises, Dr. Juanita Warren, AFC®.

  • Building Wealth

    “Building Wealth” is a conversation about financially empowering underserved communities to build and grow wealth. Our guest speakers discuss common challenges in underserved communities and share resources and ways that can help.

    Speakers include Principal & CCO of Financial Staples, Chloé A. Moore, CFP®; Managing Principal and Founder of Felton & Peel Wealth Management, Malik Lee, CFP®, CAP®, APMA®; and Lead Planner of Facet Wealth, Cait Howerton, MBA, AFC®, CFP®. The webinar is hosted by Lisa Hopkins, the President of the North American Securities Administrators Association (NASAA).

  • Funding Your Business: How to get a piece of the pie

    Exploring the ways to fund a business can be challenging in the best of times. Now more than ever, it's important for Georgians to understand the options available so they can ensure their businesses are best positioned for proper growth and scaling. Speakers on the panel provide guidance to help Georgia entrepreneurs determine what type of funding may be best and tackle strategies to help improve chances of success.

    The event is moderated by Sharyl Sutton. Speakers include Business Financial Strategist and Creator of Your Profit Playbook Marguerite Pressley Davis; Engineer, Founder CEO, Nead Werx, Inc. Nicholas Downey; and President of SheLends Consulting Maria “Mayte” Peck.

  • Finding Funding: How to fund your business during a pandemic and beyond

    Exploring the ways to fund a business can be challenging in the best of times. Now more than ever, it's important for Georgians to understand the options available so they can ensure their businesses are best positioned for proper growth and scaling. Speakers on the panel provide guidance to help Georgia entrepreneurs determine what type of funding may be best and tackle strategies to help improve chances of success.

    The event will be moderated by the host of GPB’s Lawmakers, Donna Lowry. Speakers for this free tele-town hall include Business Financial Strategist Marguerite Pressly Davis, Co-Founder at Loki Equity Ventures Alok Gupta, Nicholas Downey, Engineer, Founder CEO, Nead Wax, Inc., and Maria “Mayte” Peck.

  • Mission Readiness: Helping military families protect their finances from coronavirus challenges

    “Mission Readiness” focuses on access to special programs and benefits that can help our Georgia military families and veterans during difficult financial times. Topic areas that are covered include military emergency relief funds and other programs, strategies for your Thrift Savings Plan, taking advantage of tax breaks, low-cost insurance and other opportunities for military families to save, how to protect your finances when leaving the military, and how to avoid ID theft and financial scams.

    Speakers for this tele-town hall include Personal Finance Journalist Kim Lankford; Financial Readiness Manager - FINRA Investor Education Foundation Shay Cook, MS, AFC®, FFC®; Licensed in Georgia and Alabama Realtor® Tiffiney Graham, and Senior, Enrollment Counselor, Military and Adult Learners at Columbus State University Tamara Hicks. The event is moderated by the host of GPB’s Lawmakers, Donna Lowry.

  • Rebuilding & Recovering Financially: A pathway for small businesses

    “Rebuilding & Recovering Financially: A Path to Financial Recovery” provides insight and advice for Georgia small business owners and entrepreneurs who are struggling during the current economic turmoil. A select group of business leaders answer questions regarding actions and strategies to recoup financial losses, manage financial risk during the rebuilding process, and fundraise while recovering from the coronavirus pandemic.

    Speakers include Business Financial Strategist Marguerite Pressley Davis; Director, KYC Retail Bank Leader, Senior Vice President, Citibank, North America Holly Hastings; and CEO/Founder of The Labz Farah Allen. The event is moderated by the host of GPB’s Lawmakers, Donna Lowry.

  • Making Money Moves

    “Making Money Moves” is a conversation about optimally managing finances through banking, debt management, and investment practices.

    Speakers for the event include Shardea M. Ages, CFP, Partner and Wealth Advisor at Greenwood Wealth Management, Kristin M. Pugh, CFP and Senior Wealth Advisor at TrueWealth, LLC, and Dawnita McCain, Managing Director of Corporate Banking, Credit Products, Enterprise Valuation, and Lending at Regions Bank. Making Money Moves will be hosted by GPB Lawmakers’ Donna Lowry.

  • Financial Scams: COVID-19 and beyond

    As COVID-19 continues to cause turmoil in the economy, scammers will try to defraud and deceive Georgians, using fear to trick innocent people who are already struggling during tough economic times. “Financial Scams: COVID-19 & Beyond” panelists identify and defend against fraud to protect vulnerable populations such as Georgia’s elderly providing unique insight on the kinds of scams and frauds Georgia’s elderly should look out for. In addition, the panelists will provide guidance on what to do if Georgians are solicited for a COVID-19 scam.

    Speakers include Securities and Charities Division Director Noula Zaharis, AARP Georgia State President, SEC Atlanta Regional Office Regional Director Richard Best, and U.S. Attorney for the Northern District of Georgia Byungj. “Bjay”. The event is moderated by Donna Lowry, the host of GPB’s lawmakers.

  • Relief & Resources for Small Business in GA

    “Relief and resources for small business in GA” webinar is a conversation lead by a select group of business leaders. They will answer questions about handling financial hardship, discuss the resources available to businesses in need, and have an open conversation about how the COVID-19 crisis is effecting businesses.

    Speakers include Business Financial Strategist Marguerite Pressley Davis, DOAS Director of Policy Mary Chapman, and Kabbage Inc. Head of Policy Sam Taussig. The event is moderated by the host of GPB’s Lawmakers, Donna Lowry.

Contact the Securities Division

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Ste 317, West Tower
Atlanta, Georgia 30334