Appleton Partners is pleased to continue our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs.

This webinar will discuss the challenges associated with evaluating and potentially making a transition to assisted living or nursing home care. Subject matter will touch on common signals that suggest a change in care may be needed, including memory loss/cognitive impairment and other medical concerns, as well as addressing psychological, and financial planning matters.

Date: May 3, 2022
Time: 4:00 pm ET

Speakers:        James M. O’Neil, Jr., Esq., AEP, Managing Director of Private Client Services
                            Anita Lewis, Psychiatric Mental Health Clinical Nurse Specialist, Board Certified

Moderator:    Robert Krantz, SVP, Marketing and Distribution Strategy

Please register through the link below. Webinar access details will be provided upon registration.