Appleton Answers: Private Client Events

Sharing financial planning and wealth management insights is an important element of successful relationship management. That’s why we periodically hold events for our private clients to delve into important financial planning topics and discussions.

Future scheduled events will be posted to this page, and we look forward to resuming this helpful aspect of our services for our private clients.

Loading Events

Past Events

Events Search and Views Navigation

Event Views Navigation

November 2019

Social Security Distribution Strategies

November 20, 2019 @ 11:30 am - 1:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Free
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 »

September 2020

Massachusetts Estate Taxes: Proactive Planning Matters

September 15, 2020 @ 4:00 pm - 4:45 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Free

Massachusetts Estate Taxes: Proactive Planning Matters

Despite the Federal Estate & Gift Tax Exemption doubling, many families still potentially face onerous future estate taxes at the state level.  In Massachusetts, if you leave an estate worth more than $1 million, you may owe state estate taxes ranging from 0.8% to 16%.  This workshop will discuss several considerations, including:

Financial Consequences of Adulthood

September 22, 2020 @ 4:00 pm - 4:45 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Free

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 »

December 2020

Women & Financial Planning: Taking Control of Wealth and Legacy

December 2, 2020 @ 4:00 pm - 5:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map

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.

Find out more »

Demystifying Long-Term Care Insurance

December 9, 2020 @ 4:00 pm - 5:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map

Demystifying Long-Term Care Insurance

Long-Term Care Insurance is one of the more important, and at times intimidating, elements of financial planning. Susie Caspar co-founded Caspar Long Term Care Planning in 2001 and has helped thousands of individuals and families design plans to help protect their loved ones and retirement portfolios. She will discuss several core issues concerning Long-Term Care Insurance and answer participant questions.

Find out more »

March 2021

Equities and Bonds:  Market Conditions and Opportunities

March 30, 2021 @ 4:00 pm - 5:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map

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…

Find out more »
+ Export Events