Atlas and the Arts: Gershwin in the Roaring Twenties…

On February 26, 2022, award-winning concert pianist, Kevin Cole will be presenting the long awaited performance set to transport the in-person audience back to the Jazz age. This Atlas sponsored performance is being held at the Troy Music Hall in Troy, NY and will highlight familiar songs in their original stylings such as George Gershwin’s iconic Rhapsody in Blue.

For additional information on this program, please visit Kevin Cole Returns – Gershwin in the Roaring 20s | Troy Savings Bank Music Hall (troymusichall.org)

New Student Loan Education Webinar Series: Start Understanding Repayment Today…

The student loan debt ‘crisis’ is an almost inescapable topic of discussion at dinner tables, on television, or even on the radio. In this three-part series, Wealth Management Advisor, Tim Hamilton, discusses student loan debt planning and repayment from a bird’s eye view down to detailed case studies. Listen in at your leisure and learn potential strategies to support the next steps of your educational and career journey today. Learn more now…

We encourage anyone who has questions on student loans to reach out to their Wealth Management Advisor or Tim Hamilton at thamilton@atlaspwm.com .

Atlas Team Member Updates

Please join us in welcoming our newest team members ― Crystal Skawinski and Ed McCarthy!

Crystal joins the Atlas team as an Office Operations Assistant and serves a variety of administrative and clerical duties supporting the needs of our Advisors and Operations team. She comes to us with many years of experience from prior administrative and operational roles. In her free time, you can find her enjoying meals with her family or watching her son play baseball. Learn more about Crystal here.

Ed is our newest team member and joins us as an Associate Wealth Management Advisor. In his role, he evaluates his client’s unique financial circumstances to make a plan to help them to meet their retirement goals. Prior to joining our team, Ed had over thirteen years of professional financial experience managing investment assets while building and retaining client relationships. His free time is spent chasing his three young children and enjoying family activities like skiing, basketball, and playing on the playground with them. Read more about Ed…

Reminders:

  • DocuSign and AdvicePay: DocuSign is available to allow clients the ability to conveniently sign most of our documents electronically.  Don’t forget about AdvicePay; this tool offers an alternative to paper checks when paying for financial planning and/or tax preparation services.
  • Shredding is back – 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 – Atlas continues to maintain a secure drop box outside of our main entrance for clients that prefer an alternate way to deliver their documents.

You may also like

Planning on Call, Blog, Resources/ Jun 22, 2022

Planning on Call: Private Practice… A Discussion with Nermin Jasani on Strategic Vision

By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com Welcome to ‘Planning…

Blog, Resources, News/ Mar 24, 2022

Atlas Highlights – Spring 2022

Each quarter, we provide updates on matters such as Atlas events,…

Planning on Call: A Discussion with Amy Thorson, Re-think Disability Insurance… A Conversation on Income Protection

By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com Welcome to ‘Planning…