Webinars, Briefs, and Commentary

At Appleton, we take private client services personally. Our relationships are about people, namely you and your family. Each client or family introduces unique circumstances, challenges and opportunities, and through close collaboration we strive to identify and implement practical, personalized solutions.

Financial Planning Webinars

Access our informative financial planning webinar discussions. Our private client services team values client communication, and sharing topical expertise is a priority.

"This webinar discusses updates to the law and how those changes may affect your retirement planning options and opportunities. Our team provides insight for you and your financial planning needs."
"Appleton Partners continued 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."
"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."

Private Client Services: Review and Outlook

Don’t miss the latest edition of our Private Client Services monthly.

"The most important moment of the Federal Reserve meeting on January 31st was Powell’s response to the final question about the risks posed by economic strength. He indicated in no uncertain terms that the Fed was no longer very concerned about strong consumption or growth, since inflation had continued to fall the entire second half of the year despite a fast-growing economy..."
"December brought renewed talk of a Fed “pivot,” and growing expectations for Fed Funds rate cuts met only token resistance from Fed Chairman Jerome Powell."
"Last month we flagged October’s Beige Book as a potential inflection point in economic activity, with the summer’s gangbuster’s growth seemingly slowing to a crawl in late September. "

Financial Planning Briefs

These briefs highlight real-world situations we regularly work through with private clients. By sharing these insights, we hope to create awareness and encourage positive action.

Your Assets

The Corporate Transparency Act Is Here. Are You Prepared?

2023 Retirement Plan Regulations and Related Planning Considerations

The CARES Act

The SECURE Act

Proactive Estate Planning

Social Security