Ameriprise Exclusive Event – An Early Christmas Present from clearTREND®

present

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 a peek inside their “black boxes,” we know that advisors want and need to understand any investment process before recommending it to clients.   So we’ll be offering a 1-hour primer (along with a warm cup of coffee and cocoa and special seasonal sweets) on all of the ins and outs of clearTREND, exclusively for Ameriprise advisors in northeast and north central Wisconsin.

 

WHEN: Friday, December 11, 2015, 9:00 AM
WHERE: Appleton Group LLC, 100 W. Lawrence St., Suite 306, Appleton, WI 54911

 

And we’ll also be offering a special holiday-season subscription for all attending advisors, giving you front-row access to your own clearTREND research portfolio until Christmas Day.  Register today for this exclusive event – seating is limited to twenty advisors for this seasonal event.

We look forward to hosting you at our firm during this holiday season.

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For Advisor Use Only – Not For Use With The General Public

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®

About the Author:

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 19 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio offerings. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of The Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016