Savvy Women, Smart Investors



On March 31, 2022 Atlas held the, “Savvy Women, Smart Investors” webinar. 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.

This discussion covers:

  • Understanding your parent’s needs before you are financially surprised
  • Understanding how to create financially capable kids to target transferring your wealth successfully
  • Knowing what could happen to you along the way: Ten saving and investing fundamentals

Presenters:

Susan Kay
Director of Business Development at MFS

Suzanne Beczak
Associate Wealth Management Advisor

Lissa McNaughton
Director of Retirement Services