On March 8th, 2021, we held our webinar, “WIRED: Confronting the Gender Wealth Gap,” where we discussed how women could take charge and invest in retirement, education, and the development of their overall wealth. 

This event was hosted by Atlas PWM’s Lissa McNaughton and Suzanne Beczak, where they were joined by special guest, Sonya del Peral, Co-founder of Nine Pin Ciderworks, to share her personal experiences.

We covered a number of wide-ranging topics including:

  • What financial goals should I consider?
  • How much should I be saving towards retirement?
  • How can I assess sound investment decisions?
  • How do I protect the people and things that are important to me?

Atlas Private Wealth Management conducts educational webinars throughout the year. Interested in attending our next LIVE webinar? Simply contact us at 800-432-7447.

You may also like

The Fuel that Propels the Markets – Observations from Q2 Earnings Reports

By John C. Ogle | jcogle@atlaspwm.com Looking ahead, the consensus estimate…

Planning on Call, Blog, Resources/ Aug 12, 2021

Planning on Call: A Discussion with Eric LaChance, Risk Check Up – Are You Sure You’re Insured?

By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com Welcome to ‘Planning…

Investor Behavior: Forgotten Truths and Open Secrets in Investing

By John C. Ogle | jcogle@atlaspwm.com In this piece, we’ll take…