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An Introduction To Alternative Investments: iCapital and Vintage Fund VI

Appleton Partners One Post Office Square, Boston, MA, United States

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 […]

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

Appleton Partners One Post Office Square, Boston, MA, United States

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 […]

What’s Driving Your Portfolio? Equity Analysis Concepts and Appleton’s Investment Process

Appleton Partners One Post Office Square, Boston, MA, United States

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 […]

Equities and Bonds:  Market Conditions and Opportunities

Appleton Partners One Post Office Square, Boston, MA, United States

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 […]

Demystifying Long-Term Care Insurance

Appleton Partners One Post Office Square, Boston, MA, United States

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.

Women & Financial Planning: Taking Control of Wealth and Legacy

Appleton Partners One Post Office Square, Boston, MA, United States

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.

Financial Consequences of Adulthood

Appleton Partners One Post Office Square, Boston, MA, United States

Financial 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.

Free

Massachusetts Estate Taxes: Proactive Planning Matters

Appleton Partners One Post Office Square, Boston, MA, United States

Massachusetts 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:

    Free

    Social Security Distribution Strategies

    Appleton Partners One Post Office Square, Boston, MA, United States

    Social 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.

    Free