Retirement – it’s something we all look forward to and getting there should be as easy as possible. But today’s economy is challenging, and you need a simple-to-use retirement savings plan that’s built with your employees in mind. After all, it’s a future that we’re all invested in. So discover the Appleton Group 401(k). [...]
Presented in conjunction with Fox Valley SHRM... Date: Thursday, September 28, 2017 I 8:00 AM Registration, 8:30-2:30 PM Workshop (continental breakfast and lunch included) Venue: Riverview Gardens I 1101 S. Oneida Street I Appleton, WI Cost: No Charge Intended participants: Plan sponsors and investment committee members (accounting and legal advisors also [...]
Mark Scheffler, founder and senior portfolio manager of Appleton Group Wealth Management, was named to the list of the 20 Rising Stars of Retirement Plan Advisors in the September issue of Institutional Investor magazine. The stars were nominated by industry peers. They were selected based on an age criteria of 40 years or under, and [...]
