Georgia

Survey

Georgia Investor Education Survey (September 2018)

The Association for Financial Counseling and Planning Education® (AFCPE®) presents the results from a statewide survey that examined the retirement preparedness of Georgians. The survey, which was funded by a grant from the Investor Protection Trust (IPT) in collaboration with Georgia Secretary of State, Brian P. Kemp, revealed that 42 percent of Georgia residents believe they are not adequately contributing to their retirement accounts.

 

Action Guides

Starting to Save for Retirement (PDF)

Ramp Up Savings for Your Retirement (PDF)

Getting Closer to Retirement (PDF)

 

Facilitator Guides

Starting to Save for Retirement (PowerPoint)

Ramp Up Savings for Your Retirement (PowerPoint)

Getting Closer to Retirement (PowerPoint)

 

Videos


25% of Georgians have admitted that they’ve used a financial professional without verifying if that person was licensed to do business in the state of Georgia. Find out how you can protect yourself – and your future paycheck – using a few simple steps. Download Video >


Many Georgians aren’t aware of what exactly is going on with their retirement funds. Here are some tips on how you can get involved, and stay up-to-date with your investments. Download Video >


The “When I’m 65” initiative made its way to Atlanta, GA for another successful statewide learning experience. With a panel of experts, attendees gained insight on some of the most important financial problems impacting Georgians today. Download Video >

 

The National Center for Victims of Crime & FINRA Investor Education Foundation have created free checklists covering four major areas of financial fraud—identity theft, investment fraud, mortgage and lending fraud, and mass marketing and other fraud—to provide step-by-step guidance to help you reclaim power from the fraudsters and move forward toward recovery. 

Pro-bono financial counseling and planning services provided by Accredited Financial Counselor® (AFC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. Find the list of financial professionals offering pro-bono services here.

 

Questions?
If you have questions about this page or are a professional or organization who is interested in sharing resources or being listed in our pro-bono financial counseling and planning directory, please contact smartinfuller@afcpe.org.

 

Partners & Resources:

Georgia Secretary of State, Brian P. Kemp

Association for Financial Counseling & Planning Education® (AFCPE®)

Investor Protection Institute

Investor Protection Trust

AARP Georgia

Detroit Public Television

 

Find out more about Georgia’s Securities and Investment rules and regulation.

Sponsors of the Atlanta event, Fund your Future Paycheck