Webinars

05.19.2022

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.

"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."
"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."
"This session features a discussion of equity investment management concepts and how they relate to Appleton’s investment process."