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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Women & Financial Planning: Taking Control of Wealth and Legacy

December 2, 2020 @ 4:00 pm - 5:00 pm

Women & Financial Planning: Taking Control of Wealth and Legacy

  • Demographic and life stage considerations
  • Investment strategies and options
  • Advisor communication and relationship development

Details

Date:
December 2, 2020
Time:
4:00 pm - 5:00 pm
Website:
https://attendee.gotowebinar.com/register/755163688055620108

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