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 luncheon and walk away with greater insight into the subject of the day.  We also encourage you to invite a family member, friend or colleague whom you feel would benefit from participating.

Loading Events

← Back to Events

Appleton Partners

+ Google Map
One Post Office Square, 20th Floor
Boston, MA 02109 United States
800.338.0745 https://www.appletonpartners.com

June 2020

Financial Consequences of Adulthood

June 24 @ 11:30 am - 1:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Free 10 spots left

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 »

September 2020

Massachusetts Estate Taxes: Proactive Planning Matters

September 15 @ 11:30 am - 1:00 pm
Appleton Partners, One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Free 10 spots left

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:

+ Export Events