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    Charitable Giving Strategies and Your Legacy

    This presentation was brought to you in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.

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  1. Estate Planning and Charitable Giving Webinar

    Chris Aiello, Director of Trust and Estate Planning at Atlas, recorded a recap of key points that he discussed at the Atlas Open House on October 19, 2022.

  2. Keeping the Bad Guys Away – Safeguarding Against Fraud Webinar

    Lissa shares her cautionary tales and offers tips to help you stay safe in this recorded 15-minute webinar.

  3. Principles of Long-Term Investing Resilience

    On December 8, 2022, the Atlas hosted webinar reviewed some key factors of market history, investor behavior, and how they relate to the current market conditions.

  4. Planning for the Sunset

    On November 8, 2022, at 2:00PM ET, Jolyn Sweet, Atlas’ Tax Director, reviewed some of the tax provisions of Tax Cuts and Jobs Act (TCJA) of 2017 currently slated to expire or “sunset.”

  5. Savvy Women, Smart Investors

    Our Atlas hosts Suzanne Beczak, Associate Wealth Management Advisor, and Lissa McNaughton, Director of Retirement Services, joined special guest, Susan Kay, Director of Business Development at MFS Investment Management, to discuss the importance of planning for retirement and various life events that often impact a woman’s financial plans.

  6. WIRED: Confronting the Gender Wealth Gap Webinar Recording

    In a world turned upside by a global pandemic, as schools and childcare providers have had to close their doors on and off again, progress toward gender equality has taken a back seat. Some even speculate that this may have set back gender equality by a decade. Better understanding of the gender pay gap—and even more so—the gender wealth gap, helps to position us to take action to improve our outlook.

  7. 2020 Tax Planning in a Pandemic: Updates, Strategies & FAQs Webinar

    2020 has been rife with challenges and uncertainty, and there is much to keep track of amid a global pandemic, an election year, and legislative changes. Listen to Brendan Walsh guide you through important concepts to think about as you prepare for your 2020 taxes.

  8. Understanding Roth Conversions Webinar

    On August 18th, 2020, clients and community members had the opportunity to watch our live “Understanding Roth Conversions Webinar.” Recent legislation has significantly changed the landscape of retirement planning. Learn about the potential benefits and impacts to consider from these new provisions in the recording of this webinar, now available for on-demand viewing.

  9. Webinar | Atlas Advisor Briefing: FAQs

    Atlas Wealth Management Advisors Discuss Investment and Financial Planning Considerations During the Coronavirus Pandemic

Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.

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