News & Announcements

11.02.2021

Appleton Partners and CBIZ Tackle Financial Consequences of Adulthood

Margaret Brennan and Jennifer Hall, CFP® led a CBIZ sponsored webinar on financial matters faced by young adults. We were pleased to partner with CBIZ on a subject of acute interest and importance.

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Appleton adds Oana Bandar, CFA and Tristan Lau to Appleton's Municipal Team...