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 webinar will discuss senior planning considerations related to aging-in-place, independent living communities, and Continuing Care Retirement Communities. Making the right personal decision can be complicated and we will discuss ways to approach the challenge.
Date: April 27, 2022
Time: 4:00 pm ET
Speakers: James M. O’Neil, Jr., Esq., AEP, Managing Director of Private Client Services
Anita Lewis, Psychiatric Mental Health Clinical Nurse Specialist, Board Certified
Moderator: Robert Krantz, SVP, Marketing and Distribution Strategy
Please register through the link below. Webinar access details will be provided upon registration.
