Georgia Secretary of State Hosted “Savvy Senior” Program at Sun City Peachtree, Griffin, Covering Financial Wellness and Fraud Prevention
Atlanta – Secretary of State Brad Raffensperger hosted “Senior Savvy: Empower Your Financial Wellness Journey” program on September 23 at Sun City Peachtree Community in Griffin. The Secretary of State’s Office was proud to partner with Sun City Peachtree and Senior Medicare Patrol (SMP) for this important financial wellness event for their residents.
Delaine Newberry, Director of Lifestyle Services at Sun City Peachtree, kicked off this exciting program with a warm welcome, followed by opening remarks from Georgia Secretary of State Brad Raffensperger.
“I was proud to partner with Sun City Peachtree and Senior Medicare Patrol to bring this important program directly to their residents,” said Secretary Raffensperger. “Our Savvy Senior program gives Georgians the tools, resources, and information they need to protect their hard-earned money and plan with confidence for the future.”
The program provided attendees with essential strategies for retirement planning and fraud prevention, equipping them with expert insights, practical resources, and actionable tips to strengthen their financial security and build confidence in managing their financial future.
Donna Lowry, an award-winning journalist, moderated the panel discussions. The first panel, focused on “Financial Wellness,” featured Shardéa Ages, CFP®, Founder & Principal, Ages Legacy Advisors; Amy Dunham, AAMS®, Financial Advisor, Partner, Inspired Wealth Planning, Griffin Office; and Ricky Smith, AAMS®, CEPA, Founder and Managing Partner of Inspired Wealth Planning, Cordele Office. The second panel, dedicated to “Fraud Awareness,” included Nathan Coflin, CACTS, Georgia Team Lead, Community Outreach Specialist, Senior Medicare Patrol, AdviseWell Inc.; Shawn Conroy, Communications and Outreach Coordinator, Office of the Attorney General Chris Carr, Consumer Protection Division; Shawn Horace, Senior Special Agent CFE, CACTS, Criminal Investigations Division, Office of Commissioner John F. King; and Noula Zaharis, Assistant Commissioner of Securities and Division Director of the Securities & Charities Division at the Georgia Secretary of State’s office.
Savvy Senior is a financial empowerment seminar series hosted by Georgia Secretary of State Brad Raffensperger as part of his multi-faceted financial literacy effort and is administered through the Securities and Charities divisions of the Office of the Secretary of State. These free events feature industry leaders who discuss resources that can help increase attendees’ knowledge about money, their relationship to money, and financial issues and strategies for growing their wealth.
To learn more about Savvy Senior, click here.
To explore our financial literacy programs and view upcoming events on our calendar, click here.