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.

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Massachusetts Estate Taxes: Proactive Planning Matters

Appleton Partners One Post Office Square, Boston, MA

Massachusetts Estate Taxes: Proactive Planning Matters

Despite the Federal Estate & Gift Tax Exemption doubling, many families still potentially face onerous future estate taxes at the state level.  In Massachusetts, if you leave an estate worth more than $1 million, you may owe state estate taxes ranging from 0.8% to 16%.  This workshop will discuss several considerations, including:

Free

Financial Consequences of Adulthood

Appleton Partners One Post Office Square, Boston, MA

Financial Consequences of Adulthood

This workshop will address consumer finance do’s and don’ts relative to student loans, credit cards, auto loans, and mortgage financing. We’ll also offer tips concerning getting started on retirement savings, insurance needs, and financial literacy resources.

Free

Women & Financial Planning: Taking Control of Wealth and Legacy

Appleton Partners One Post Office Square, Boston, MA

Women & Financial Planning: Taking Control of Wealth and Legacy

This webinar discussion will focus on today’s face of wealth management and the changing and ever-expanding roles of women in financial planning and investment conversations. We will cover demographic and life stage considerations, investment strategies and options, and Advisor communication and relationship development. Although the topics will be focused on women’s role in the industry as investors and Advisors, we welcome all to attend.

Demystifying Long-Term Care Insurance

Appleton Partners One Post Office Square, Boston, MA

Demystifying Long-Term Care Insurance

Long-Term Care Insurance is one of the more important, and at times intimidating, elements of financial planning. Susie Caspar co-founded Caspar Long Term Care Planning in 2001 and has helped thousands of individuals and families design plans to help protect their loved ones and retirement portfolios. She will discuss several core issues concerning Long-Term Care Insurance and answer participant questions.

Equities and Bonds:  Market Conditions and Opportunities

Appleton Partners One Post Office Square, Boston, MA

Appleton Partners is pleased to invite you to participate in the next in our series of financial planning webinars.  As the first quarter of 2021 closes, we hope you can join us on March 30th for a discussion of capital market conditions. Participants are invited to submit questions and we... View Article

What’s Driving Your Portfolio? Equity Analysis Concepts and Appleton’s Investment Process

Appleton Partners One Post Office Square, Boston, MA

Appleton Partners is pleased to invite you to participate in the next in our series of financial planning webinars.  We hope you can join us on August 18th for a discussion of various equity investment management concepts and how they relate to Appleton’s investment process. Participants are invited to submit... View Article

Senior Care Decision-Making: Aging-In-Place and Independent Living

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... View Article

Senior Care Decision-Making: Assisted Living and Nursing Home Care

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... View Article

Appleton Partners Investment Strategy Conference Call: The State of the Municipal Bond Market

Appleton Partners One Post Office Square, Boston, MA

The State of the Municipal Bond Market: Current Conditions and Market Opportunities 2022 has seen a very significant increase in US Treasury and municipal bond yields as markets grapple with high inflation and the Federal Reserve's monetary policy response. Appleton Partners Portfolio Managers Anson Clough and Whitney Fitts will conduct... View Article

An Introduction To Alternative Investments: iCapital and Vintage Fund VI

Appleton Partners One Post Office Square, Boston, MA

At Appleton Partners, we seek to offer a diverse range of solutions to meet our clients’ wealth management needs and are excited to introduce alternative investments. This webinar will discuss the private markets, how alternative strategies can fit into your asset allocation, and introduce iCapital and Vintage Fund VI. We hope you... View Article