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.

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Equities and Bonds:  Market Conditions and Opportunities

March 30, 2021 @ 4:00 pm - 5:00 pm

Appleton Partners is pleased to invite you to participate in the next in our series of financial planning webinars.  As the first quarter of 2021 closes, we hope you can join us on March 30th for a discussion of capital market conditions. Participants are invited to submit questions and we will try to answer as many as possible during the session.

After a tumultuous year of economic disruption, aggressive policy response, and market resurgence, this webinar will discuss the state of the equity and bond markets and offer Appleton’s thoughts on the forward outlook. We will cover market trends and drivers, valuation, what our portfolio managers are focused on, and client portfolio positioning.

Speakers:

Dan Buckley, CFA, Senior Vice President, Portfolio Manager and Director of Equity Strategy

Geoff Chamberlain, CFA, Senior Vice President, Portfolio Manager and Senior Research Analyst

 

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

Details

Date:
March 30, 2021
Time:
4:00 pm - 5:00 pm
Website:
https://attendee.gotowebinar.com/register/444550556550631947

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
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Phone:
800.338.0745
Website:
https://www.appletonpartners.com