About this Event
We are 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.
Join us for “Senior Savvy: Empower Your Financial Wellness Journey.” Our panelists will 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.
This event is completely free and open to everyone across the state of Georgia. We especially encourage senior citizens, their family members, and caregivers to attend.
A complimentary continental breakfast will be provided with registration. This event is for educational purposes only; no products or services will be sold.
PROGRAM AGENDA
8:30am Registration & Continental Breakfast
9:00am Opening/Welcome & Panel 1 Discussion
Opening Remarks & Welcome message
Panel I Discussion
- "Financial Wellness" Panel Discussion & Audience Q&A
10:50am Break
11:00am Panel 2 Discussion
- "Fraud Awareness" Panel Discussion & Audience Q&A
12:25pm Closing statements
12:30pm Program concludes
MODERATOR
Donna Lowry, Award Winning Journalist
FINANCIAL WELLNESS PANELISTS
Shardéa Ages, CFP®, Founder & Principal, Ages Legacy Advisors
Tiffany Kent, CFP ®, Principal of Wealth Engagement, LLC
Fredrick Stanfield, CFP®, CPA , Founder of Lifewater Wealth Management
FRAUD AWARENESS PANELISTS
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.
Shaun Conroy, Communications and Outreach Coordinator, Office of the Attorney General Chris Carr, Consumer Protections Division
Anne Letcher, Compliance Examiner II and Certified Senior Advisor, Securities & Charities Division , Georgia Secretary of State.
Event Venue & Nearby Stays
3000 Webb Bridge Rd, 3000 Webb Bridge Road, Alpharetta, United States
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