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News & Announcements

11.02.2021

Appleton Partners and CBIZ Tackle Financial Consequences of Adulthood

Margaret Brennan and Jennifer Hall, CFP® led a CBIZ sponsored webinar on financial matters faced by young adults. We were pleased to partner with CBIZ on a subject of acute interest and importance.

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Remembering Kathleen M. Burge, Co-Founder of Appleton Partners

"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..."
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Honoring the Life and Legacy of William L. Kingman

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Jennifer Hall, CFP®, AEP® Named 2025 Boston Estate Planning Council President’s Award Recipient

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