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 outreach, and a quick discussion on how the new Department of Labor Fiduciary rules will significantly benefit the program.

Thursday, May 19, 2016
9:30- 10:00 AM

Join the meeting: https://join.me/appletongroup

On a computer, use any browser. Nothing to download.
On a phone or tablet, launch the join.me app and enter meeting code: appletongroup

Join the audio conference:
Dial a phone number and enter access code, or connect via internet.

By phone:
United States – Detroit, MI   +1.734.746.0035
Access Code   739-679-013#

By computer via internet:
Join the meeting, click the phone icon and select ‘Call via internet’. A small download might be required.

By | 2017-08-31T08:56:14+00:00 May 17th, 2016|Events, WISelectIM|Comments Off on WI Select – Investment Managers’ Q2-2016 Update

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