Savvy Senior: Empower Your Financial Wellness Journey - ROME

Georgia Secretary of State is hosting this investor ed event. Panelists will discuss essential strategies for retirement & fraud prevention.

We are proud to partner with Interim Healthcare of Northwest GA and Senior Medicare Patrol (SMP) for this important financial wellness event, which is free and open to all Georgians.

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

Tiffany Kent, CFP ®, Principal of Wealth Engagement, LLC

Kristin M. Pugh, CFP®, Private Wealth Manager/Partner

Frederick Stanfield, CFP®, CPA , Founder of Lifewater Wealth Management

FRAUD AWARENESS PANELISTS

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

Shawn Horace, Senior Special Agent CFE, CACTS, Criminal Investigations Division, Office of Commissioner John F. King

Noula Zaharis, Assistant Commissioner of Securities/Director of Securities & Charities Division, Georgia Secretary of State