About this Event
It's a FREE workshop featuring speakers and facilitated group discussions.
Strengthen your financial security and build confidence in managing your future with expert insights, resources, and practical tips.
PROGRAM AGENDA
8:30am Registration & Continental Breakfast
9:00am Opening & Welcome
Opening Remarks
Welcome message
- Georgia Secretary of State Brad Raffensperger
"Financial Wellness" Panel Discussion & Audience Q&A
10:50am Break
11:00am "Fraud Awareness" Panel Discussion & Audience Q&A
12:25pm Closing statements
- Noula Zaharis, Assistant Commissioner of Securities and Division Director of Securities & Charities Division, Georgia Secretary of State
12:30pm Program concludes
MODERATOR
Donna Lowry, Award Winning Journalist
FINANCIAL WELLNESS PANELISTS
Shardea Ages, CFP®, Co-Founder and Senior Wealth Advisor, Collective Wealth Partners
Robert MacDonald, Private Wealth Advisor, CKM Wealth
Tiffany Kent, CFP ®, Principal of Wealth Engagement, LLC
FRAUD AWARENESS PANELISTS
Nathan Coflin, CACTS, Georgia Team Lead, Community Outreach Specialist, Senior Medicare Patrol, AdviseWell Inc.
Mark Fellows, MA, CFE, CACTS, CHTI, Georgia Department of Human Services, Division of Aging Service, Forensic Special Initiatives Unit (FSIU), Crimes Against Disabled Adults and Elderly (CADE) Task Force
Shawn Horace, Senior Special Agent CFE, CACTS, Criminal Investigations Division, Office of Commissioner John F. King
Noula Zaharis , Assistant Commissioner of Securities and Division Director of Securities & Charities Division, Georgia Secretary of State
Event Venue & Nearby Stays
Cherokee Conference Center at The Bluffs, 1130 Bluffs Parkway, Canton, United States
USD 0.00
