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
Past Events – Registration CLOSED
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]