You are currently retired and enjoying your golden years. Your financial plan may be due for a check-up as you consider estate planning and leaving a legacy. If you are currently living in retirement, health care costs and inflation are two items you may need help navigating.
Your Atlas Wealth Management Advisor can help structure an estate plan designed to leave as much as possible to the next generation.
If retirement is comfortable, learn how to give in a tax-efficient manner.
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We will be covering key points as to how women can take charge and invest in retirement, education, and development of their overall wealth.
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.