Upcoming Events

Aug 11 2017

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

By |2017-10-02T14:26:31-05:00August 11th, 2017|

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 [...]

Jul 26 2017

Appleton Group and High Cliff Yacht Club to Sponsor 2017 Eclipse Ellipse Regatta

By |2017-09-08T14:36:14-05:00July 26th, 2017|

One of the highlights of the summer of 2017 will be the solar eclipse on August 21st.   Visible from Lake Winnebago, 80% of the sun will be blocked and there's no better view than from the middle of the lake. To make it even more memorable, High Cliff Yacht Club and The Appleton Group [...]

Aug 18 2016

AASD Long-Term Care Insurance Termination Seminar – VIDEO LINK

By |2016-11-15T11:26:02-06:00August 18th, 2016|

Appleton Group is proud to have partnered with the Appleton Education Association to present this important seminar on the termination of the AASD Long-Term Care Insurance Plan. Presented by Appleton Group's Mark Scheffler, AIF®, Romeo Raabe (The Long Term Care Guy) and Paul Northway (American National Bank - Fox Cities) this important seminar will [...]

May 25 2016

Unintended Consequences: How the DOL is Changing Your 457(b) Plan Forever

By |2017-08-31T08:56:02-05:00May 25th, 2016|

You’ve heard the phrase many times before: “The law of unintended consequences.”  It’s when someone does something with the best of intentions, but the unexpected happens.  The Department of Labor has recently moved to do away with conflicts of interest, self-dealing, hidden compensations, and other aspects of retirement plans that worked against your participants [...]

May 17 2016

WI Select – Investment Managers’ Q2-2016 Update

By |2017-08-31T08:56:14-05:00May 17th, 2016|

  Please join us for a brief conference call this Thursday at 9:30 AM as we update you on the progress of the Wisconsin Select 401(k) Program.  We've got some very exciting news to share with you about several large opportunities we've been working on, upcoming proposals, advisor outreach, and a quick discussion [...]

Mar 17 2016

Savvy Social Security Planning Event

By |2017-08-31T08:56:23-05:00March 17th, 2016|

Significant changes are coming to social security and Appleton Group has you covered. To help sort through the changes and meet the April 30 deadline, we're hosting a Savvy Social Security Planning event for our firm's clients and their guests the afternoon of April 7th at Riverview Gardens Community Center. Our advisor team of [...]

Feb 3 2016

Wisconsin Select 401(k) Launch Event

By |2017-08-31T08:56:31-05:00February 3rd, 2016|

FOR IMMEDIATE RELEASE: JANUARY 26, 2016 (APPLETON, WI) Appleton Group is pleased to announce the launch of the Wisconsin Select 401(k) Program, an employer-sponsored retirement plan platform comprised exclusively of in-state investment managers, administrators, advisors and plan fiduciaries. This important new retirement plan platform is designed to help Wisconsin-domiciled corporations, non-profits and government entities [...]

Dec 3 2015

Ameriprise Exclusive Event – An Early Christmas Present from clearTREND®

By |2017-08-31T08:56:42-05:00December 3rd, 2015|

Season's Greetings from Appleton Group! We know it's still a bit early, but we wanted to reach out to remind you of an upcoming special event available exclusively to the Ameriprise advisor community.  We're hosting a holiday open-house at our firm to unwrap our cutting-edge trend calculator, clearTREND®. While most investment managements never allow even [...]

Jan 28 2015

Join Appleton Group and Mark Scheffler for Northeast Wisconsin’s Got newTalent

By |2017-08-31T08:56:53-05:00January 28th, 2015|

  nWgqh7U1hwg [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" id=""] Tickets are available by calling the newVoices office at 920-832-9700. Audience members will be treated to an elegant evening of cocktails, hors d’oeuvres, auctions and top-notch performances. A portion of your ticket price is a tax-deductible donation to newVoices. The Appleton Group will [...]

Nov 11 2014

Join Us in Supporting the Lawrence Academy of Music This Holiday Season!

By |2017-08-31T08:57:04-05:00November 11th, 2014|

The Appleton Group is excited to once again be the lead corporate sponsor for the Lawrence Academy of Music's annual Tutti! fundraiser! "Tutti!" is an Italian word which means "all together," and it describes perfectly our commitment to helping the Academy reach it's goal of providing need-based scholarships to students throughout the greater Fox Valley [...]

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