She Leads Events

From Service to Success: Navigating Entrepreneurship for Veterans
November 20, 2024
Join our webinar to explore the journey from military service to business ownership.
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Videos

  • Savvy Seniors: Empower Your Financial Wellness Journey

    She Leads live event at St. James Alpharetta, October 15, 2024. Our panelists discuss essential strategies for retirement planning and fraud prevention. Strengthen your financial security and build confidence in managing your future with expert insights, resources, and practical tips.

    The moderator for this event is Donna Lowry, an Award-Winning Journalist. The first panel, focusing on “Financial Wellness,” features Shardea Ages, CFP®, Co-Founder and Senior Wealth Advisor at Collective Wealth Partners; Robert MacDonald, Retired Private Wealth Advisor at CKM Wealth; and Fredrick Standfield, CFP®, CPA, Founder of FINANCIAL SOLUTIONEER® at Lifewater Wealth Management. The second panel, dedicated to “Fraud Awareness,” includes Angela Adams, Assistant United States Attorney, Elder Justice Coordinator, NDGA; Mark Fellows, MA, CFE, CACTS, CHTI, Georgia Department of Human Services, Division of Aging Services, Forensic Special Initiatives Unit (FSIU), Crimes Against Disabled Adults and Elderly (CADE) Task Force; and Noula Zaharis, Assistant Commissioner of Securities and Division Director of the Securities & Charities Division at the Georgia Secretary of State’s office.

  • 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.

  • 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.

  • 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-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.

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