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Jul 6, 2022

In the second episode of this private practice series, Atlas’ Director of Retirement Services, Lissa McNaughton, discusses why establishing a retirement plan is an important process for any small business, especially for physicians needing to play catch-up in their retirement savings after training. This conversation provides deeper insight into the supporting players of a retirement plan team and how establishing clear goals early on will help you save for retirement and support healthy employment retention life cycles.

 

 

 

The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided.  Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.