Thursday, February 23, 2023 @ 12:00 PM ET

Charitable Giving Strategies and Your Legacy

Copy of Charitable Giving Strategies and Your Legacy Banner (YouTube Thumbnail)

Join us February 23rd! 

On Thursday, February 23, 2023, join us at 12 PM ET, to listen to Christopher Aiello, Atlas’ Director of Trust and Estate Planning, as he shares planned giving strategies that can not only help organizations you are passionate about but could also support your financial goals now and into the future.

This presentation is being offered in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.

Topics to be discussed:

  • Gifting Highly Appreciated Securities

  • Utilizing a Donor Advised Fund

  • Establishing a Charitable Lead Trust or a Charitable Remainder Trust

  • Testamentary and Retirement Asset Gifts

  • Utilizing Life Insurance

Due to national and state weather concerns this program will be fully virtual.

Register today...

About the presenter

Aiello_Bio_Seminar
J. Christopher Aiello
Senior Vice President
Director of Trust & Estate Planning

Chris is a Senior Vice President and the Director of Trust and Estate Planning at Atlas Private Wealth Management. Prior to joining Atlas, Chris was a financial advisor for over twenty years serving clients in the areas of investment management, tax planning, trust planning, estate planning, and retirement planning.

Chris has a distinctive background counseling individuals and businesses in financial-related matters. He began his financial services career with Ayco, a Goldman Sachs Company. In that capacity, he advised corporate executives and family members of Fortune 500 corporate employees on all aspects of estate and financial planning.

Throughout his career, Chris has held management positions with TD Bank, Wells Fargo Private Bank, and PricewaterhouseCoopers.

Chris earned his bachelor’s degree in political science from Russell Sage College and a JD from Western Michigan University. He has been an active community member having previously served as a board member for the Community Foundation of Sarasota, Easter Seals of Southwest Florida, the Pines of Sarasota, and Manasota Miracle League.

Chris lives in Ballston Lake, New York, and enjoys skiing and hiking with his family.

Atlas Private Wealth Management, LLC (Atlas) is an SEC-registered investment advisor established under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of Atlas by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability.

Connectus Group, LLC (an indirect subsidiary of Focus Financial Partners) utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.

This information is provided by Atlas for general informational purposes only, and is not intended to provide legal, tax, accounting or investment advice. Contact your attorney or other advisor regarding your specific legal, investment, accounting or tax situation.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS INVOLVE RISK, INCLUDING THE LOSS OF PRINCIPAL. Different investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy (including those recommended by Atlas) will be profitable for an investment portfolio. Prior to investing, clients should consider carefully the information provided in the mutual fund prospectus, including investment objectives, risks, charges, and expenses.

Additional information regarding Atlas’ qualifications, business practices and conflicts is set forth in Atlas’ ADV Part 2A brochure and ADV Part 3 / Form CRS. Please visit www.atlaspwm.com/disclosures/ for these and other important disclosures.