Client Portal
Our client portal connects you to your financial picture at anytime and from anywhere. Whether you want a high-level overview or an in-depth look at your investments, our client portal makes it easier than ever.
We will be covering key points as to how women can take charge and invest in retirement, education, and development of their overall wealth.
There is much to keep track of amid a global pandemic, an election year, and legislative changes. Learn about the current laws in Atlas’ webinar to better prepare you for your 2020 taxes.
Recent legislation has significantly changed the landscape of retirement planning. This presentation will review potential impacts and benefits to consider from these new provisions.
This presentation will give you an overview of year-end tax planning considerations and address questions you may have regarding new tax laws.
Register now for our webinar and learn how to finance a child’s college experience in an efficient manner that won’t jeopardize your retirement.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
Join Brendan Walsh as he shares strategies to help minimize your 2017 tax liability.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
