Webinar • Monday, March 8, 2021 @ 11:00 AM ET
WIRED:Confronting the Gender Wealth Gap
Join us March 8th!
- What financial goals should I consider?
- How much should I be saving towards retirement?
- How can I assess sound investment decisions?
- How do I protect the people and things that are important to me?
About the presenters
Lissa is a Senior Vice President and Director of Retirement Services at Atlas Private Wealth Management. She is an experienced financial advisor with over thirty years of experience in the financial services industry.
Lissa’s primary responsibilities are in client service, providing comprehensive financial advice to individuals and small businesses. Her essential focus is to assist clients with their investments, retirement, cash flow, and education funding. Lissa has helped many clients navigate the financial challenges of divorce and death.
Suzanne is an Associate Wealth Management Advisor with Atlas Private Wealth Management. In her role, she prepares financial plans, retirement projections, and delivers financial planning guidance to support clients’ future goals, by understanding their unique financial landscapes.
Prior to joining Atlas, Suzanne spent eleven years with Ayco, a Goldman Sachs Company. Most recently Suzanne focused on the training and development of associates for their Private Wealth Management division. Other previously held roles at Ayco included trading operations and client account maintenance.
Sonya del Peral
Sonya opened her solo practice in Columbia County in 1996, and formalized a partnership with Morgen Bowers in 2016. In 2013 Sonya and her son, Alejandro del Peral, started Nine Pin Ciderworks, New York's first farm cidery, in Albany, NY. After 25+ years of practicing law, Sonya retired from the practice of law on September 1, 2018 to manage Nine Pin full-time.
Sonya's practice focused on intellectual property, real estate, alcohol industry licensing, education law and trusts and estates. She spent the first five years in large law firms in New York City and Albany after earning her B.A., summa cum laude, from SUNY Albany in 1980. She then continued her studies to receive her Juris Doctor, cum laude, from Albany Law School in 1991. She received a M.A.T. degree from SUNY Binghamton in 1984.
Register for this webinar
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.
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.
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