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

  • This event has passed.

Financial Consequences of Adulthood

September 22 @ 4:00 pm - 4:45 pm

Free

RSVP

Tickets are not available as this event has passed.

Financial Consequences of Adulthood

  • Consumer finance do’s and don’ts: student loans, credit cards, and auto loans.
  • Investing in real estate: mortgage financing options.
  • Saving for retirement: how to get on the right track early.
  • Insurance and healthcare needs.
  • Financial literacy resource recommendations.

Details

Date:
September 22
Time:
4:00 pm - 4:45 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