Appleton Partners
Social Security Distribution Strategies
Appleton Partners One Post Office Square, Boston, MA, United StatesSocial Security and Retirement Plan Distribution Strategies
This session will discuss navigating the transition from asset accumulation to distribution. Subject matter will emphasize when to begin taking Social Security benefits, while also covering IRA, 401k and annuity distribution options.
Massachusetts Estate Taxes: Proactive Planning Matters
Appleton Partners One Post Office Square, Boston, MA, United StatesMassachusetts 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:
Financial Consequences of Adulthood
Appleton Partners One Post Office Square, Boston, MA, United StatesFinancial 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.
Women & Financial Planning: Taking Control of Wealth and Legacy
Appleton Partners One Post Office Square, Boston, MA, United StatesWomen & 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.
