Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Highlights – Spring 2022
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Atlas Highlights – Winter 21-22
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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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 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.
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Student Loan Education Series Part 3
Timothy Hamilton CFP®, CIMA®, CSLP® | thamilton@atlaspwm.com
This segment is relevant to anyone with in re-payment or planning for re-payment of their student loans, 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.
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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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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.
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Atlas Highlights – Summer 2021
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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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.
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A Letter From Susan
By Susan Dellaghelfa
I’m writing to let you all know that I will be retiring from Atlas this summer.
