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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.
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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.
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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.
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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.
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Fearless Fundaising 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).
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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.
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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.
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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.
Latest News & Announcements
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March 13, 2024
Secretary of State Brad Raffensperger Hosts Live FIN FIT Event: “Fearlessly Fundraising for Small Businesses” at Dalton State University
Secretary of State Brad Raffensperger is proud to host the inaugural 2024 live FIN FIT (Financially Fit) event, "Fearlessly Fundraising...."Read the full article -
March 08, 2024
Rocking Financial Literacy: Funding the Future Returns to Georgia!
The Securities Division of Georgia Secretary of State Brad Raffensperger’s office has teamed with Funding The Future....Read the full article -
February 13, 2024
Secretary Raffensperger Hosts 3-Part Webinar Series “Mastering Funding Readiness at Every Phase of Business Growth”
Secretary of State Brad Raffensperger’s She Leads financial empowerment program will be hosting a 3-part webinar...Read the full article -
February 12, 2024
Secretary of State Securities Division Hosted “Money Talks” Financial Literacy Program in Fulton and Rabun Counties
The Secretary of State Securities Division is a leader in improving financial literacy through outreach and education...Read the full article
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