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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Latest Past Events

An Introduction To Alternative Investments: iCapital and Vintage Fund VI

Appleton Partners One Post Office Square, Boston

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

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

Appleton Partners One Post Office Square, Boston

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

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