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


Susan Kay
Director of Business Development at MFS

Suzanne Beczak
Associate Wealth Management Advisor

Lissa McNaughton
Director of Retirement Services

You may also like

SECURE Act 2.0 – What You Should Know for Now and Later

As 2022 came to a close, Congress passed revisions to the…

Charitable Giving Strategies and Your Legacy

This presentation was brought to you in partnership with Ronald McDonald…

A Rational Approach to Behavioral Finance Biases

By Kollin F. Allard, CRPC® | kallard@atlaspwm.com Investing may be financial…