Planting Seeds Today …for an Enriched Tomorrow
Something about Spring reminds us of the bright light at the end of what seems like an uncertain tunnel with all the twists and turns we’ve experienced over the last year. We would like to remind you all that, like Spring, life may be in transition but there are so many fresh opportunities available to all of us.
We hope that all of our clients received the postcard sized package containing Purple Coneflower (Echinacea purpurea) seeds. This perennial, native to the eastern United States, attracts butterflies and grows between 3’ to 4’ tall. Our hope is that it will bring you delight this summer and years to come. If you did not receive a seed package, please send an email to firstname.lastname@example.org.
We continue to navigate the benefits and disadvantages of working separately but together. As we examine the opportunities in this growing remote space we reflect on our climate footprint…
Earth Day 2021 approaches, this year’s theme is Restore our Earth, we challenge you to join us in examining ways we all can take Climate Action. At Atlas, we are addressing how we contribute to waste in a paper-heavy industry.
You may have used the Atlas Client Portal or requested to receive regulatory documents through secured electronic means. Additionally, we have been embracing the use of tools like DocuSign to obtain your signature and coming soon, you will be able to make financial planning and tax preparation payments via credit or debit card in lieu of paper checks, should you prefer to do so. These are just two examples of new paperless options available to support and create convenience for both our clients and our operational needs when appropriate.
At the end of April we will be releasing our annual ADV notice. For those of you that have a Consent to Electronic Delivery on file, we will send this regulatory notice to you electronically. Otherwise, please look for this in the mail. If you are interested in receiving regulatory documents electronically going forward, please reach out to email@example.com and we can send you a Consent to Electronic Delivery form via DocuSign for signature.
Student Loan Online Education Series
Wealth Management Advisor, Tim Hamilton, discusses from the 1,000-foot view to the detailed hypothetical case studies to explore considerations when planning for repayment of student loans. This pre-recorded series will be available on-demand soon on atlaspwm.com.
Family Wealth Conversations: Helping Families Successfully Transfer Wealth
Mark your calendars….on Wednesday, May 19th at 2pm ET, MFS Fund Distributers, Inc. and Atlas will be hosting an informative webinar to afford greater insight into planning and communicating a seamless wealth transfer to your heirs. Registration information will be announced via email and available online in the coming weeks.
Don’t forget to find Atlas wherever you are… Never miss a beat or upcoming event announcement and follow us wherever you are. You can keep up with Atlas news and events on Facebook, LinkedIn, Twitter, and Instagram.
In Case You Missed it…
WIRED: Confronting the Gender Wealth Gap
On March 8th, Atlas Wealth Management Advisors Lissa McNaughton & Suzanne Beczak were busy planting seeds and hosting a live webinar, WIRED: Confronting the Gender Wealth Gap. The webinar, presented with special guest Sonya del Peral of Nine Pin Cider Works explored the current disparities in pay and wealth between the sexes as well as offered up insight as to how we can start addressing and closing those gaps. You can view the presentation here.
Atlas Team Member Updates
Please join us in welcoming our newest team members Austin Smith and Megan Ray.
In Austin’s current role, he prepares tax returns, constructs financial plans, and assists clients in navigating their unique financial landscapes. Austin comes to us with a background in public accounting, and other previous roles held that are providing him the background he needs to support his clients’ needs. Austin joined us after relocating back to the area in 2021 from North Carolina. He is enjoying adventures with his dog Wilma and settling back into the area. Learn more about Austin here.
In Megan’s current role she works with our Client Services Team Leader and Onboarding Specialist to assist in daily client needs, as well as providing operational support on varied special projects. Along Megan’s journey into finance, she had the opportunity to volunteer in underserved communities overseas. Learn more about Megan here.
In honor of National Pet Day this month, enjoy some of Atlas’ fur family that have made guest appearances on team Zoom conferences over the past year.
- Atlas Drop Box – Atlas has a secure drop box outside of our main entrance for clients that prefer an alternate way to deliver their documents.
- In-Person Meetings by Appointment –We continue to encourage virtual meetings as the recommended meeting method; however, for clients that feel an in-person meeting is important to them, we have our Bullard, McLeod Community Room as a space for client meetings. The conference room offers a separate office entrance and COVID-19 related protocols for the protection of all meeting attendees. Please contact your advisor, if you are interested in exploring this as a meeting option.
Atlas Book Club: Atlas readers, enjoy the sunshine and dive into a new book!
Atlas team member, Sunday Frost, continues to recruit new book club members. If you or anyone you know is interested in participating, reach out to Sunday at firstname.lastname@example.org today for more information. As we continue to safely return to business as we knew it, all book club discussions will be held virtually.