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  • Recommended for you

    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. 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.

  7. 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.

  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. 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.

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