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In The News
| Recently the Press Enterprise published a syndicated columnist who spoke of a worst-case scenario annuity situation. Having many clients who are better able to sleep at night knowing that their money is insured in an annuity policy protected by various riders, Lynn felt compelled to write a rebuttal which was published in the Press Enterprise as a follow-up. Click here, If you wish to read the entire Press Enterprise article titled "If Applied Correctly, Annuities are Effective Investing Tools". |
| Lynn was approached by a columnist with the Dow Jones and completed a phone interview with Daisy Maxey about the Dodd-Frank reform bill for an article she was doing on "Financial Adviser: A Blog by the Dow Jones". There was a press release in the local paper about portions of his letter to the Securities and Exchange Commission being included on the blog. To view the original "Financial Adviser: A Blog by the Dow Jones" entry, please click here to read it in its entirety. |
| It is with great honor, that Appelman Financial published this press release about Lynn's 20th anniversary with his Certified Financial Planner™ designation. This special news item ran in the Press Enterprise on May 30, 2012. |
| It is with much pleasure that Appelman Financial announces that Alissa Conklin has received her Chartered Financial Consultant® designation. Now both Lynn and Alissa have this prestigious distinction! Here is the press release that ran on December 12, 2013 in the Press Enterprise. |
| Lynn recently sent in a Letter to the Editor concerning important gifting particulars as well as some of the misinformation about this practice. Not only is it very pertinent for estate planning, but it was printed in the Press Enterprise around Tax Time 2015 when folks are thinking about such things with financial ramifications. |
| Appelman Financial was honored to receive a rose in the Press Enterprise for hosting the Mahoney Brothers free community concert in June 2015! |