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 Mark Scheffler, Wendy Hoeft and Alexander Hunt will together outline all of the upcoming changes, how they will impact future planning, and whether they will affect your family’s current or future income.

And it’ll be fun!! Hors d’oeuvres and refreshments will start at 4:00 PM with the presentation running from 4:30-5:30 PM.

And we invite you to bring a friend – it’ll be a great way to spend a couple of hours with others who may benefit from knowing more about this important topic.

To register, simply complete the easy-to-use form below. But if online forms aren’t your thing, we’d be happy to take your personal RSVP by phone (993-7727) or you can email by clicking here.

Thursday, April 7, 2016

Hors D’oeuvres at 4:00 PM
Workshop 4:30-5:30 PM

Riverview Gardens Community Center

1101 S. Oneida Street
Appleton, WI 54911

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

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