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    Atlas Highlights – Fall 2021

    As we drift into cooler weather we have a few exciting announcements for you!

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  1. 2021 RMDs – A Reminder You Must Take It…

    As part of our process, Atlas advisors review and assist clients with the management of RMDs.  We do this to make a potentially cumbersome administrative activity easy for our clients, but also for providing guidance on the financial planning aspect and tax implications associated with the distributions.

  2. Planning on Call: A Discussion with Eric LaChance, Risk Check Up – Are You Sure You’re Insured?

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  3. Atlas Highlights – Summer 2021

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

  4. A Letter From Susan

    By Susan Dellaghelfa

    I’m writing to let you all know that I will be retiring from Atlas this summer.

  5. Planning on Call: A Discussion with Dr. Fernando Peña, Crossing the Atlantic & Building a Practice

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  6. Student Loan Education Series Part 2

    Timothy Hamilton CFP®, CIMA®, CSLP® | thamilton@atlaspwm.com

    This segment is relevant to anyone with managing their student loans no matter their profession, especially those that have large debt levels due to extensive postgraduate education. Listen in at your own leisure and learn potential strategies to support the next steps of your educational and career journey today.

  7. Planning on Call: Humanizing Healthcare & Understanding Chronic Illness with Eva Minkoff

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  8. Successfully Transferring Wealth to the Next Generation

    With all that has transpired over this last year, we have all likely reflected on what is important to us. At Atlas, we strive to prepare our clients, colleagues, and friends with the knowledge they need to meet their own personal goals… but what happens next?

  9. Student Loan Education Series Part 1

    Timothy Hamilton CFP®, CIMA®, CSLP® | thamilton@atlaspwm.com

    We’d like to congratulate Atlas’ Senior Vice President, Tim Hamilton CFP®, CIMA®, CSLP® on earning his Certified Student Loan Professional (CSLP®) designation.

Atlas Private Wealth Management will be with you every step of the way as you prepare for retirement and look toward your golden years.

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