For some high-level estate planning considerations and information on year-end charitable giving strategies, consider checking out this brief 9-minute 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. For important disclosures please visit https://atlaspwm.com/social-media-disclosure-atlaspwm/

Host:

J. Christopher Aiello
Senior Vice President
Chief Investment Officer at Atlas

You may also like

Lissa McNaughton, Webinars/ Dec 14, 2022

Keeping the Bad Guys Away – Safeguarding Against Fraud Webinar

Lissa shares her cautionary tales and offers tips to help you…

Principles of Long-Term Investing Resilience

On December 8, 2022, the Atlas hosted webinar reviewed some key…

Tax Planning, Webinars/ Nov 8, 2022

Planning for the Sunset

On November 8, 2022, at 2:00PM ET, Jolyn Sweet, Atlas’ Tax…