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

This session features a discussion of equity investment management concepts and how they relate to Appleton’s investment process. Subject matter includes style distinctions, diversification and risk management, risk factor exposures, and how we look at the intersection between quantitative and qualitative analysis.

01.30.2025

Women & Wealth Management: Moving Forward After Later in Life Divorce or Loss of a Spouse

"In this webinar, 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 offers insights on issues that may arise and discusses how one might navigate such transitions..."

10.19.2023

SECURE Act 2.0: What it Means for Retirement Planning

"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."

05.19.2022

Senior Care Decision-Making – Assisted Living and Nursing Home Care

"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."