Kelly McKernan, SVP and Wealth Manager, looks at the ever-growing need for women to address a myriad of potential financial planning issues in the event of loss of a spouse or later in life divorce. She will offer insights on issues that may arise and discuss how one might navigate such transitions. Register Here

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 […]

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 […]