Webinar • Thursday, March 31, 2022 @ 12:00 PM ET
Savvy Women,
Smart Investors
Join us March 31st!
This will not be a conversation about the stock market, but instead about the life issues that women face that have been known to impact a sound financial plan. The objective of the discussion is to empower women to successfully manage the "non-financial" shocks that can hurt their financial futures.
Join us to discuss:
- 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
Atlas hosts, Suzanne Beczak and Lissa McNaughton, will be joined by special guest Susan Kay, of MFS Investment Management, to have an open dialogue about what to expect while navigating the unchartered waters that can affect women's retirement plans.
Register now and let’s get planning...
About the presenters
Suzanne Beczak
Associate Wealth Management Advisor
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.
Lissa McNaughton
Director of Retirement Services
Wealth Management Advisor
Lissa is the Director of Retirement Services and a Wealth Management Advisor 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.
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Susan Kay
Director of Business Development at MFS
Susan E. Kay is a vice president and a director of business development at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). She has been with MFS for more than 25 years.
Susan has more than 30 years of experience in the financial services industry. As a director of business development at MFS, she has traveled extensively and is frequently invited to speak on a variety of topics ranging from building and protecting accumulated wealth, to handling the challenges presented by estate planning issues, such as: caring for aging parents, teaching families about philanthropy, and legacy planning.
Susan is a 15‐year member of the National Speakers Association.
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.
Connectus Group, LLC, 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.
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