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 discussion and walk away with greater insight into the topic 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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December 2020

Women & Financial Planning: Taking Control of Wealth and Legacy

December 2 @ 4:00 pm - 5:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
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Women & Financial Planning: Taking Control of Wealth and Legacy

This webinar discussion will focus on today’s face of wealth management and the changing and ever-expanding roles of women in financial planning and investment conversations. We will cover demographic and life stage considerations, investment strategies and options, and Advisor communication and relationship development. Although the topics will be focused on women’s role in the industry as investors and Advisors, we welcome all to attend.

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