Building  Wealth 

                                    Live Stream Webinar

                                          February 25, 2021

                                                        6:00 PM

Building Wealth is a conversation about financially empowering all communities to build and grow wealth. Our guest speakers will discuss common challenges that communities face and will share resources and ways that can help.

Sometimes it can feel like all is lost financially, where things like living paycheck to paycheck and not building wealth can feel the norm. Our panelists will share how to know where you are, where you want to go, and how to take consistent actions to reach your goals.

This event is free and open to all.

It features Georgia financial leaders who will be ready to talk to you about the marathon of building wealth.

Let's Talk Building Wealth!

MODERATOR:

Lisa Hopkins, President, North American Securities Administrators Association/General Counsel and Senior Deputy Commissioner of Securities, West Virginia State Auditor's Office

Lisa Hopkins is the current President of the North American Securities Administrators Association ("NASAA"). Previously she served as chair of NASAA’s Corporation Finance Section and has served on NASAA’s Investment Adviser Section Committee as well as the Finance and Audit, Member Services, and Investment Adviser Continuing Education Committees. Ms. Hopkins joined the West Virginia State Auditor’s Office in 1999 and has served as both General Counsel and Senior Deputy Commissioner of Securities. On May 15, 2016, she was appointed by The Honorable Earl Ray Tomblin, Governor of the State of West Virginia as the first woman to serve as State Auditor. Prior to her service to the State of West Virginia, she worked in the private sector as an attorney. Ms. Hopkins graduated from Barnard College, Columbia University in New York with a Bachelor of Arts in English and Political Science in May 1989. She graduated from Boston University College of Law, Boston, Massachusetts, with a Doctor of Jurisprudence in May 1992 and was licensed to practice law in both West Virginia and Massachusetts in October 1992.

SPEAKERS:

Cait Howerton, Lead Planner, Facet Wealth

Cait Howerton, MBA, AFC®, CFP® is a Lead Financial Planner, a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, and an Accredited Financial Counselor®. Cait believes that all people should have access to equitable, objective, and conflict-free financial advice; it is her personal mission to make sure that financial planning is for all, not just for the few. In 2019, Cait was named a Financial Planning Association Diversity Scholar and received the 2050 Trail Blazers Scholarship for her commitment to diversity within the financial planning field. Cait is a former member of the FPA of Georgia Diversity Committee, host of the FPA PridePlanners Knowledge Circle, and member of The CFP Board Women’s Initiative Council. She is an LGBTQ+, Financial, and Social Advocate, frequent podcast guest, and Student Loan Expert. Cait is originally from Hot Springs, Arkansas, but now resides in the Greater Atlanta area with her fiancé, golden retriever, and two cats. In her free time, she hikes, gardens, and spends time with loved ones. Education: Emory University (Certificate in Financial Planning), AFCPE® (AFC®), University of New Orleans (MBA), Arkansas Tech University (BSBA).

Malik S. Lee, Managing Principal and Founder of Felton & Peel Wealth Management

Malik S. Lee, CFP®, CAP®, APMA®, is a financial expert with nearly two decades of experience and is the Managing Principal and Founder of Felton & Peel Wealth Management. A full-service, comprehensive wealth management firm servicing clients nationwide with offices in both Atlanta and New York. Malik is a thought leader within the wealth management industry and often lends his expertise. He is a Subject Matter Expert, CFP® Exam Question Writer, and President of the Council of Examinations for the CFP Board, Chairman of the Financial Planning Association of Georgia, Founding Member of Morehouse College’s Planned Giving Council, and Member of The Association of African American Financial Advisors (AAAA). Malik is a monthly contributor for Business Insider, Better Investing Magazine, and Kiplinger. One can often find his comments featured in The Wall Street Journal, CNBC, Yahoo! Finance, CNN Money, Reuters, MarketWatch, NerdWallet, Motley Fool, and countless others. Malik graduated with a degree in Finance from Morehouse College, and a Certificate in Financial Planning from Oglethorpe University. In addition, Malik is a CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®, and an Accredited Portfolio Management Advisor℠.

Chloé A. Moore, Principal & CCO, Financial Staples

Chloé A. Moore, CFP® is the Founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. Chloe believes that money is an emotional topic and it impacts many aspects of our lives. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them. Prior to launching Financial Staples, Chloe advised high net worth individuals and families at a southeastern-based independent trust company. She is a regular contributor to Business Insider and has been featured in Financial Advisor, Wealth Management, NerdWallet, US News & World Report, and many more. In addition to promoting financial literacy through speaking, writing, and volunteering, Chloe also focuses on the cultivation of female and minority financial planners. She recently launched the BLatinX Internship Program (BLX) with three colleagues. The program provides paid internship opportunities to aspiring Black and Latinx financial planners. Through her leadership, contribution, and volunteerism within the financial services industry, Chloe was recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017 and one Investopedia’s 100 Most Influential Financial Advisors in 2020.

Kristin Pugh, Private Wealth Manager, Creative Planning/Director of Community Outreach & Pro Bono Planning, Financial Planning Association (FPA) - Georgia 

Kristin Puch, CFP®, serves as a Private Wealth Manager, working directly with her clients to create and maximize a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement and employee benefits and estate planning.  Kristin brings to her clients more than 14 years of experience in the financial services industry.  Prior to joining Creative Planning, she worked for an independent investment advisory firms as a Senior Wealth Advisor.  Kristen 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,  Kristen 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 Director of Community Outreach and Pro Bono Planning for the Georgia chapter of the Financial Planning Association (FPA), Kristin regularly organizes 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 Daily Points of Life organization. In addition, Kristin chairs the Pro Bono Advisory Committee for the National FPA.  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. 

SHE LEADS GA is a financial empowerment seminar series designed to educate Georgians on finances & investing and to address the financial challenges you are facing. These events are FREE!

EMPOWER. EDUCATE. ENCOURAGE.

Download and share our SHE LEADS GA RESOURCES 

The Georgia Secretary of State Brad Raffensperger She Leads initiative is sponsored in partnership with the Investor Protection Trust (IPT). Funding through grants is provided by IPT, a non-profit organization that supports the organizations and innovative programs it identifies as aligned with its focus areas of investor education and financial literacy.

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