Fall has arrived! As we look forward to the upcoming holidays, we reflect on what Atlas team members have been doing in recent months.
We are pleased to make My Personal Atlas available to our clients. This tool will help you centralize your important information including key contacts, account information, and the location of your documents. Click here to download a digital copy or request a pdf be mailed to you.
Atlas Sponsors CIAPR Convention in Florida
Back in June, Associate Wealth Management Advisor Rick Morales attended the 21st Annual Convention for CIAPR, Professional College of Engineers and Land Surveyors of Puerto Rico, in Florida. Atlas was proud to be a sponsor of this 3-day convention that celebrates the continued development of engineering and surveying by promoting ethics and excellence in professional practice for the benefit of the members and the people of Puerto Rico. To learn more visit CIAPR – Colegio de Ingenieros y Agrimensores de Puerto Rico.
Ronald McDonald House: A Little Yard Work with a Big Reward!
On July 13th Atlas team members met at the Ronald McDonald House of the Capital Region for a summer clean-up. Team members tackled organizational tasks, recycling needs, exterior clean-up and yard maintenance to keep the “House that Love Built” the welcoming environment it is known to be. The Ronald McDonald House Charities of the Capital Region is a refuge for families seeking a little piece of home-away-from-home while their children are in treatment for various reasons at Albany Medical Center.
Additionally, some team members celebrated “40 Years of Love” at the Albany Capital Center recognizing the families, staff, and volunteers that have walked through the doors of RMHC-CR to help keep the programs running and keep the families supported. To learn more about how you can get involved in any of their programs visit Get Involved | Ronald McDonald House Charities of the Capital Region (rmhcofalbany.org).
Celebrating the Saratoga Community Health Center
Recognizing that financial health is a part of total well-being, Atlas is a proud supporter of the hard work of the Saratoga Community Health Center’s staff, administration & providers. The Community Health Center provides high-quality primary care, dental, behavioral health, and addiction medicine services to members of our community, regardless of their insurance status or ability to pay. The Community Health Center has grown exponentially since it opened in 2013. The Addiction Medicine Program expanded to meet the needs of patients in the community, and the Complementary Pain Management Program earned national recognition from the Substance Abuse and Mental Health Services Administration. To learn more visit About Us | Saratoga Community Health Center
Keep on the lookout…
Tax Webinar “Planning for the Sunset” – Tuesday, November 8 at 2 pm EST
Our year-end tax webinar is back to highlight legislative provisions that are set to expire. Join Atlas’ Tax Director, Jolyn Sweet, for updates that could impact your future tax planning. This presentation will be covering the following topics:
- What is a sunset on tax provisions? When, & why?
- What expires with the sunset
- Planning & thinking ahead
In Case You Missed it…
Savvy Women, Smart Investors webinar
Atlas held the “Savvy Women, Smart Investors” webinar back in March during Women’s History Month. Our Atlas hosts Suzanne Beczak, Associate Wealth Management Advisor, and Lissa McNaughton, Director of Retirement Services, joined special guest, Susan Kay, Director of Business Development at MFS Investment Management, to discuss the importance of planning for retirement and various life events that often impact a woman’s financial plans. You can view the presentation here.
Atlas Team Member Updates
Suzanne Beczak CERTIFIED FINANCIAL PLANNER™
A huge congratulations to our team member Suzanne Beczak, a Wealth Management Advisor at Atlas, on obtaining her CERTIFIED FINANCIAL PLANNER™ certification.
CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Please join us in welcoming our newest team members Rachel Harvey and Rebecca Potenza.
Client Experience Director, Rachel Harvey, serves in a senior capacity on the Client Services team and collaborates with our Director of Client Services and the Chief Operating Officer. A tenured professional in her field, Rachel joined Atlas after 22 years with a small independent RIA in Saratoga Springs specializing in boutique-level financial services. Rachel enjoys outdoor sports year-round including hiking, recreational hockey, snowshoeing, and downhill skiing. She currently resides in Delmar with her fiancé, his children, and their pets. Learn more about Rachel here.
Rebecca is a Client Services Specialist. In her current role she collaborates directly with clients and Wealth Management Advisors to service accounts and facilitate client requests. Rebecca prioritizes the relationships formed with clients and considers them to be one of the most rewarding aspects of her job. She began her career in the financial services industry at Key Bank where she worked for several years as a Relationship Manager. Rebecca eventually transitioned from retail banking to the investment services side of the industry. In her free time, she can be found traveling with her husband and two children, cooking for family and friends, and attending live music performances. Learn more about Rebecca here.
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- DocuSign and Advice Pay: DocuSign is available to allow clients the ability to conveniently sign most of our documents electronically. Don’t forget about Advice Pay; this tool offers an alternative to paper checks when paying for financial planning and/or tax preparation services.
- Document Shredding – Secure shredding services are once again open to clients during our Albany office hours. This service will help clients get rid of documents that have been collecting dust over these past months. Office hours: Monday through Friday 8 – 4:30 PM ET.
- Atlas Drop Box – We continue to maintain a secure drop box outside of our office entrance for clients that prefer an alternate way to deliver their documents.