Events 2017-08-11T13:12:06+00:00

The Appleton Group is committed to creating events in Northeast Wisconsin to help individuals and institutions handle the changing economic landscape as well as offer clear and unbiased financial advice. Click below to explore upcoming and past events…

Upcoming Events – Registration OPEN

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 [...]

August 11th, 2017|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 [...]

July 26th, 2017|Comments Off on Appleton Group and High Cliff Yacht Club to Sponsor 2017 Eclipse Ellipse Regatta

Past Events – Registration CLOSED

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 [...]

August 18th, 2016|Comments Off on AASD Long-Term Care Insurance Termination Seminar – VIDEO LINK

Archive – 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 [...]

May 25th, 2016|Comments Off on Archive – Unintended Consequences: How the DOL is Changing Your 457(b) Plan Forever

Archive – 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 [...]

May 17th, 2016|Comments Off on Archive – WI Select – Investment Managers’ Q2-2016 Update

Archive – 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 [...]

March 17th, 2016|Comments Off on Archive – Savvy Social Security Planning Event

Archive – 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 [...]

February 3rd, 2016|Comments Off on Archive – Wisconsin Select 401(k) Launch Event