Upcoming Events

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

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 [...]

By | 2017-10-02T14:26:31+00:00 August 11th, 2017|Company-Sponsored 401(k)s, Events|Comments Off on Registration NOW OPEN for our Fall 2017 401(k) Workshop

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

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 [...]

By | 2017-09-08T14:36:14+00:00 July 26th, 2017|Events|Comments Off on Appleton Group and High Cliff Yacht Club to Sponsor 2017 Eclipse Ellipse Regatta

AASD Long-Term Care Insurance Termination Seminar – VIDEO LINK

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 [...]

By | 2016-11-15T11:26:02+00:00 August 18th, 2016|AEA, Events|Comments Off on AASD Long-Term Care Insurance Termination Seminar – VIDEO LINK

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

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 [...]

By | 2017-08-31T08:56:02+00:00 May 25th, 2016|Events|Comments Off on Unintended Consequences: How the DOL is Changing Your 457(b) Plan Forever

WI Select – Investment Managers’ Q2-2016 Update

  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 [...]

By | 2017-08-31T08:56:14+00:00 May 17th, 2016|Events, WISelectIM|Comments Off on WI Select – Investment Managers’ Q2-2016 Update

Savvy Social Security Planning Event

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 [...]

By | 2017-08-31T08:56:23+00:00 March 17th, 2016|Client, Events|Comments Off on Savvy Social Security Planning Event

Wisconsin Select 401(k) Launch Event

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 [...]

By | 2017-08-31T08:56:31+00:00 February 3rd, 2016|Advisor, Client, Events, WISelectAdvisor, WISelectIM|Comments Off on Wisconsin Select 401(k) Launch Event

Ameriprise Exclusive Event – An Early Christmas Present from clearTREND®

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 [...]

By | 2017-08-31T08:56:42+00:00 December 3rd, 2015|Ameriprise, Events|Comments Off on Ameriprise Exclusive Event – An Early Christmas Present from clearTREND®

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

  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 [...]

By | 2017-08-31T08:56:53+00:00 January 28th, 2015|Events, Market and Portfolio Commentary|Comments Off on Join Appleton Group and Mark Scheffler for Northeast Wisconsin’s Got newTalent

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

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 [...]

By | 2017-08-31T08:57:04+00:00 November 11th, 2014|Events, In the News|Comments Off on Join Us in Supporting the Lawrence Academy of Music This Holiday Season!