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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Women & Financial Planning: Taking Control of Wealth and Legacy

December 2, 2020 @ 4:00 pm - 5:00 pm

Women & Financial Planning: Taking Control of Wealth and Legacy

  • Demographic and life stage considerations
  • Investment strategies and options
  • Advisor communication and relationship development

Details

Date:
December 2, 2020
Time:
4:00 pm - 5:00 pm
Website:
https://attendee.gotowebinar.com/register/755163688055620108

Organizer

Appleton Partners
Phone:
800.338.0745
Email:
mwhite@www.appletonpartners.com
View Organizer Website

Venue

Appleton Partners
One Post Office Square
Boston, MA 02109 United States
+ Google Map
Phone
800.338.0745
View Venue Website