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    Atlas Highlights – Summer 2023

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

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  1. Atlas Highlights – Spring 2023

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

  2. Atlas Community Highlights – Winter 2022

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

  3. Atlas Highlights – Fall 2022

    Fall has arrived! As we look forward to the upcoming holidays, we reflect on what Atlas team members have been doing in recent months.

  4. Atlas Highlights – Summer 22

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

  5. Atlas Highlights – Spring 2022

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

  6. Atlas Highlights – Winter 21-22

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

  7. Atlas Highlights – Fall 2021

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

  8. 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.

  9. Atlas Highlights – Summer 2021

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

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