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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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
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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.

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September 2020

Massachusetts Estate Taxes: Proactive Planning Matters

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

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