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.
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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 »
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
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 »
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
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 »
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 »