Secretary of State Brad Raffensperger is thrilled to announce the upcoming Savvy Senior live event, taking place at The Forum-Riverwalk Ballroom, Rome, GA, on May 13 from 8:30 a.m. to 12:30 p.m. The Secretary of State’s office is proud to partner with Interim Healthcare of Northwest GA and Senior Medicare Patrol (SMP) for this important financial wellness event for seniors, families, and caregivers.

During “Savvy Senior: Empower Your Financial Wellness Journey,” panelists will discuss essential strategies for retirement planning and fraud prevention. Participants will learn to strengthen their financial security and build confidence in managing their future with expert insights, resources, and practical tips. This event is free and open to all Georgians. A complimentary continental breakfast will be provided with registration. This event is for educational purposes only; no products or services will be sold.

“Financial security and fraud prevention are essential for protecting the hard-earned savings of Georgia’s seniors,” said Secretary Raffensperger. “Through our Savvy Senior program, we are dedicated to providing individuals, families, and caregivers with the knowledge and tools they need to make informed decisions, protect their assets, and plan confidently for the future.”

Both panels will be moderated by Donna Lowry. The first panel, focusing on “Financial Wellness,” will feature Tiffany Kent, CFP®, Principal of Wealth Engagement, LLC; Kristin M. Pugh, CFP®, Private Wealth Manager/Partner; and Fredrick Stanfield, CFP®, CPA, Founder of Lifewater Wealth Management. The second panel, dedicated to “Fraud Awareness,” will include Nathan Coflin, CACTS, Georgia Team Lead, Community Outreach Specialist, Senior Medicare Patrol, AdviseWell Inc.; Shawn Conroy, Communications and Outreach Coordinator, Office of the Attorney General Chris Carr, Consumer Protection Division; Shawn Horace, Senior Special Agent CFE, CACTS, Criminal Investigations Division, Office of Commissioner John F. King; and Noula Zaharis, Assistant Commissioner of Securities and Division Director of the Securities & Charities Division at the Georgia Secretary of State’s Office.

Savvy Senior is a financial empowerment seminar series hosted by Georgia Secretary of State Brad Raffensperger as part of his multi-faceted financial literacy effort and is administered through the Securities and Charities divisions of the Office of Secretary of State. These free events feature industry leaders who discuss resources to help increase attendees’ knowledge of money, their relationship to it, and financial issues and strategies for growing their wealth.

The office of the Secretary of State invites all Georgians to attend these free and informational workshops.

To register for this free event, click here.

To learn more about Savvy Senior, click here.

To explore our financial literacy programs and view upcoming events on our calendar, click here.