Senior Care Decision-Making – Assisted Living and Nursing Home Care

Appleton Partners continued our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs. The second webinar in this series discussed the challenges associated with evaluating and potentially making a transition to assisted living or nursing home care. Subject matter touched on common signals that suggest a change in care may be needed, including memory loss/cognitive impairment and other medical concerns, as well as addressing psychological, and financial planning matters.

01.30.2025

Women & Wealth Management: Moving Forward After Later in Life Divorce or Loss of a Spouse

"In this webinar, Kelly McKernan, SVP and Wealth Manager, looks at the ever-growing need for women to address a myriad of potential financial planning issues in the event of loss of a spouse or later in life divorce. She offers insights on issues that may arise and discusses how one might navigate such transitions..."

10.19.2023

SECURE Act 2.0: What it Means for Retirement Planning

"This webinar discusses updates to the law and how those changes may affect your retirement planning options and opportunities. Our team provides insight for you and your financial planning needs."

05.02.2022

Senior Care Decision-Making: Aging-in-Place and Independent Living

"Appleton Partners is pleased to continue our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs."