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

Upcoming Events

Events Search and Views Navigation

Event Views Navigation

November 2019

Social Security Distribution Strategies

November 20 @ 11:30 am - 1:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Free 7 spots left
Social Security

Social Security and Retirement Plan Distribution Strategies

This session will discuss navigating the transition from asset accumulation to distribution. Subject matter will emphasize when to begin taking Social Security benefits, while also covering IRA, 401k and annuity distribution options.

Find out more »

January 2020

Dealing with the Aftermath of Divorce: Wealth Management Implications

January 29, 2020 @ 11:30 am - 1:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Free 17 spots left

Dealing with the Aftermath of Divorce: Wealth Management Implications

Financial planning during a time of life changes presents considerable challenges. The workshop will talk about post-divorce asset protection strategies, as well as options to help protect your children as they approach marriage.

Find out more »

April 2020

Cybersecurity: Protecting You and Your Loved Ones On-Line

April 22, 2020 @ 11:30 am - 1:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Free 17 spots left

Cybersecurity: Protecting You and Your Loved Ones On-line

So much of our lives are now on-line. How can we protect ourselves against common on-line threats including consumer fraud and identity theft? Practical security steps concerning passwords, mobile devices, and home computers will be discussed.

Find out more »

June 2020

Financial Consequences of Adulthood

June 24, 2020 @ 11:30 am - 1:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Free 19 spots left

Financial Consequences of Adulthood

This workshop will address consumer finance do’s and don’ts relative to student loans, credit cards, auto loans, and mortgage financing. We’ll also offer tips concerning getting started on retirement savings, insurance needs, and financial literacy resources.

Find out more »
+ Export Events