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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"It is with great sadness and fond memories that Appleton announces that Kathleen (“Kathy”) Burge, a co-founder and former executive of the firm, passed away at age 75..."