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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. 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.

  2. Atlas Highlights – Summer 2021

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

  3. LGBTQ+ Planning

    By Suzanne Beczak | sbeczak@atlaspwm.com

    As we wrap up a month-long celebration dedicated to uplifting the voices of members and allies of the LGBTQ+ community, know that here at Atlas, we take pride in providing customized financial planning for all of our clients.

  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. 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.

  9. Atlas Highlights – Spring 2021

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

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