News & Announcements

04.14.2021

Jennifer Hall, CFP® Featured in Millennial Investment Discussion

Fostering greater engagement of millennials in retirement savings and financial planning is an important industry challenge. Jennifer Hall, CFP® contributed to the dialogue as a Portfolio Summits panelist in a recent Millennial Money Management symposium.

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"The devastating Los Angeles area wildfires are front and center in our minds."
"Appleton Partners, Inc., is pleased to announce that Caroline Schmidt, CFA, Municipal Research Analyst, has been named Treasurer of the Boston Municipal Analysts Forum (“BMAF”)."