Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Highlights – Winter 21-22
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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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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.
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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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A Letter From Susan
By Susan Dellaghelfa
I’m writing to let you all know that I will be retiring from Atlas this summer.
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An Economy in Bloom
By John C. Ogle | jcogle@atlaspwm.com
Having seen markets rebound so well over the last year, insightful investors will refocus their work on looking toward the future. We at Atlas are no different.
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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.
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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.
