Appleton Partners

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

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.

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 will try to answer as […]

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 questions and we will try […]

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 […]

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 […]

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 a conference call in which […]

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 can join us to learn […]

At Appleton Partners, we seek to provide advice and solutions that meet our clients’ wealth management needs and are excited to introduce our next webinar featuring Gary Rossi, Vice President of Security at Fidelity Global Security. In this webinar, Gary will join us to offer expert advice on avoiding online risks, maintaining personal security, and […]

Appleton Partners is pleased to continue our financial planning webinar series with an event focusing on Secure Act 2.0 and how it impacts retirement planning. This webinar will discuss updates to the law and how those changes may effect your retirement planning options and opportunities. Join our team as they provide insight for you and […]