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.

Senior Care Decision-Making: Aging-In-Place and Independent Living

April 27, 2022 @ 4:00 pm - 5:00 pm

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 senior planning considerations related to aging-in-place, independent living communities, and Continuing Care Retirement Communities. Making the right personal decision can be complicated and we will discuss ways to approach the challenge.

Date: April 27, 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.

Details

Date:
April 27, 2022
Time:
4:00 pm - 5:00 pm
Website:
https://register.gotowebinar.com/register/3488217553364779789

Organizer

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