Wisconsin Investment Managers Mini-Conference 2016 – LOCATION CHANGE NOTICE


Due to a significant increase in participant registration, the location for this conference has been changed to:

Riverview Gardens Community Center
1101 S. Oneida Street
Appleton, WI  54911

In our state, there currently exist more than 26,000 company retirement plans sponsored by employers who are headquartered in Wisconsin.  This adds up to more than $294 billion of retirement plan assets, yet less than 2% are currently managed by in-state firms.

Imagine the positive effect on our state if we could reverse that statistic: doing so could bring as much as $2.94 billion of annual revenue to in-state investment managers, advisors and retirement plan administrators, resulting in tens of thousands of high-paying financial services jobs across the state.  And the tax revenue generated by these jobs could total as much as $191 million per year.

We’ve got a plan to do just that, and it could result in significant benefits to your firm starting in early 2016.  Appleton Group invites you to attend our firm’s 2016 Wisconsin Investment Manager’s Conference at our Fox Cities Headquarters where we’ll unveil a state-wide initiative to dramatically increase the amount of 401(k), 403(b) and 457(b) assets being managed by Wisconsin investment firms like yours.

We hope you can join us!  Please use the online ticketing service below to sign up…

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By | 2016-11-15T11:27:05+00:00 January 14th, 2016|WISelectIM|Comments Off on Wisconsin Investment Managers Mini-Conference 2016 – LOCATION CHANGE NOTICE

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