Appleton Answers: Private Client Workshops

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 discussion 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.

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Secure Act 2.0: What it Means for Retirement Planning

October 18, 2023 @ 4:00 pm - 5:00 pm

Appleton Partners is pleased to continue our financial planning webinar series with an event focusing on Secure Act 2.0 and how it impacts retirement planning.

This webinar will discuss updates to the law and how those changes may effect your retirement planning options and opportunities. Join our team as they provide insight for you and your financial planning needs.

Date: October 18, 2023
Time: 4:00 pm ET

Margaret J. Brennan, Assistant Portfolio Manager
Jennifer M. Hall, CFP®,
Portfolio Manager
James M. O’Neil Jr., Esq., AEP®, Managing Director of Private Client Services

 Please register through the link below. Webinar access details will be provided upon registration.


October 18, 2023
4:00 pm - 5:00 pm


Appleton Partners
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