WMA hosts a monthly Zoom chat on the second Thursday of each month. These informal discussions highlight timely and relevant topics affecting our industry. Best of all, this event is free to members, and no registration is required.

Each session features special guest speakers who share valuable insights and answer questions during the live discussion.

We invite you to join us for our next Coffee Talk on Thursday, May 14, from 10:00 to 11:00 a.m., featuring Sally Westlake from the Department of Financial Protection and Innovation.

This session will focus on fraud prevention, including senior scam awareness. Attendees will gain practical insights, tools, and strategies to help identify red flags, avoid scams, and better protect their finances.

The Zoom link will be distributed a few days prior to the event.

We hope you can join us for this informative and engaging conversation!

Sally Westlake, Targeted Outreach Specialist, Office of Public Affairs, Department of Financial Protection & Innovation

With over 17 years of experience in outreach programs for state agencies, Sally specializes in educating the public on recognizing and preventing financial fraud and scams. She provides presentations across the state focused on identifying warning signs of fraud and equipping individuals with the tools they need to protect themselves. Her work is especially centered on supporting the most vulnerable members of our communities.

In her current role, she coordinates outreach initiatives, develops strategic partnerships with community-based organizations, and leads educational efforts aimed at increasing fraud awareness and prevention. Through these efforts, she is committed to empowering individuals with knowledge and resources that promote financial security and resilience.