Appleton Answers: Private Client Workshops
Sharing financial planning and wealth management insights is an important element of successful relationship management. We value collaboration and are eager to offer intelligence and exchange ideas concerning matters of significance to you and your family. That’s why we are hosting a series of “hands-on” educational sessions.
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 luncheon 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.
- This event has passed.
Senior Care Decision-Making: Assisted Living and Nursing Home Care
May 3, 2022 @ 4:00 pm - 5:00 pm
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 the challenges associated with evaluating and potentially making a transition to assisted living or nursing home care. Subject matter will touch 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.
Date: May 3, 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.