Georgia Secretary of State Hosts “Savvy Senior” Event in Alpharetta to Promote Financial Wellness and Fraud Prevention
Atlanta – Secretary of State Brad Raffensperger is thrilled to announce the upcoming Savvy Senior live event, taking place at St. James Community Church of Alpharetta on June 18 from 8:30 a.m. to 12:30 p.m. The Secretary of State’s office is proud to partner with St. James Community Church of Alpharetta, SonSeekers Media LLC, and Senior Medicare Patrol (SMP) for this important financial wellness event for seniors, families and caregivers.
During “Senior Savvy: Empower Your Financial Wellness Journey,” the panelists will discuss essential strategies for retirement planning and fraud prevention. Participants will learn to strengthen their financial security and build confidence in managing their futures with expert insights, resources, and practical tips. This event is free and open to all Georgians. A complimentary continental breakfast will be provided with registration. This event is for educational purposes only; no products or services will be sold.
“Financial literacy is one of the most important tools we can provide Georgians as they plan for retirement,” said Secretary of State Brad Raffensperger. “We are proud to partner with community leaders and experts to bring these valuable resources and practical tools directly to the people of Alpharetta to help them make more informed financial decisions.”
Both panels will be moderated by Donna Lowry. The first panel, focusing on “Financial Wellness,” will feature Shardéa Ages, CFP® Founder & Principal, Ages Legacy Advisors; Tiffany Kent, CFP®, Principal of Wealth Engagement, LLC; and Fredrick Stanfield, CFP®, CPA , Founder of Lifewater Wealth Management. The second panel, dedicated to “Fraud Awareness,” will include David Blake, CFE, CECFE, CACTS , Supervisor, Forensic Special Initiatives Unit, Georgia Department of Human Services Division of Aging Services; 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; and Anne Letcher, Compliance Examiner II and Certified Senior Advisor, Securities & Charities Division , Georgia Secretary of State.
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 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.
The office of the Secretary of State invites all Georgians to attend these free and informational workshops.
To register for this free event, click here.
To learn more about Savvy Senior, click here.
To explore our financial literacy programs and view upcoming events on our calendar, click here.