Appleton Answers: Private Client Workshops

Sharing financial planning and wealth management insights is an important element of successful relationship management. We value collaboration and are eager to offer intelligence and exchange ideas concerning matters of significance to you and your family. That’s why we are hosting a series of “hands-on” educational sessions.

Join us to discuss planning issues clients have told us matter to them. Register below for whatever session(s) is of greatest interest.  Enjoy an informative luncheon and walk away with greater insight into the subject of the day.  We also encourage you to invite a family member, friend or colleague whom you feel would benefit from participating.

Loading Events

« All Events

Cybersecurity: Protecting You and Your Loved Ones On-Line

April 22 @ 11:30 am - 1:00 pm

Free

RSVP

6 available Event Registration

Please fill in all required fields

Send RSVP confirmation to:

Cybersecurity: Protecting You and Your Loved Ones On-Line

  • Common on-line consumer threats.
  • Protecting against consumer fraud and identity theft.
  • Passwords, mobile devices, and home computers: important security steps.

Details

Date:
April 22
Time:
11:30 am - 1:00 pm
Cost:
Free

Organizer

Appleton Partners
Phone:
800.338.0745
Email:
mwhite@appletonpartners.com
Website:
https://www.appletonpartners.com

Venue

Appleton Partners
One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Phone:
800.338.0745
Website:
https://www.appletonpartners.com