Registration NOW OPEN for our Fall 2017 401(k) Workshop

Presented in conjunction with... 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 welcome to attend) [...]

By | 2017-08-11T13:12:31+00:00 August 11th, 2017|Company-Sponsored 401(k)s, Upcoming Events|Comments Off on Registration NOW OPEN for our Fall 2017 401(k) Workshop

AGWM Among Top 20 Rising Stars of Retirement Plan Advisors

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 [...]

By | 2010-12-14T10:16:18+00:00 September 1st, 2007|Company-Sponsored 401(k)s, In the News|Comments Off on AGWM Among Top 20 Rising Stars of Retirement Plan Advisors