Savvy Senior: Empower Your Financial Wellness Journey - SAVANNAH

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 Habersham YMCA 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 Christopher M. Hoover, CFP®, AAMS™, Financial Advisor, Edward Jones 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 Protection Division Shawn Horace , Senior Special Agent CFE, CACTS, Criminal Investigations Division, Office of Commissioner John F. King Anne Letcher, Compliance Examiner II and Certified Senior Advisor, Securities & Charities Division , Georgia Secretary of State.