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Seminars and Workshops
| Lynn spoke to a Bloomsburg University class titled "Financial Markets and Institutions". He spoke to two different class sections and the theme of the day's discussions centered around life insurance. Here he is pictured at BU with the instructor Victoria Geyfman as well as a photo of the afternoon session's class. He really enjoyed listening to the college students' thoughts and questions. The last time Lynn appeared at the college for a speaking engagement was during April of 2014. |
| There is no better time to do a "Tax Planning 2013: A Year of Change" seminar than on the actual Tax Day! On April 15th, 2013 Appelman Financial did a special presentation to review the latest tax law changes and to consider if portfolios are in the best positions to meet those changes. Other items discussed during this important workshop at the Hampton Inn in Bloomsburg included: New Medicare Tax, Income Tax Rates, Capital Gains Tax, Estate Tax Schedules, and Overall Tax Strategies. |
What a lovely evening out with friends during our Women, Wine and Investing event held on June 27th, 2014 at the beautiful Pine Barn Inn. The evening started with Pennsylvania College of Technology professor Neal Palmer, FMP Sommelier, and his educational wine tasting paired with just the right appetizers. Alissa Conklin followed up with an investment workshop teaching valuable tools and strategies that can help ladies take control of their financial futures. Alissa was pleased that it could be both a fun and educational event as helping women with their financial goals is her passion. |
Appelman Financial was pleased to present a Medicare & Social Security Workshop to our clients plus this special event was open to the community as well. It was held on April 1st, 2015 at the Hampton Inn in Bloomsburg. We were excited to host again an incredibly knowledgeable guest speaker— Sandy Darlington of the local Area Agency on Aging Office joined us to discuss Medicare Supplemental Health Coverage. Alissa Conklin also addressed some common Social Security issues for those in attendance. We were glad to see such a nice sized crowd at such an informative event! |
Since 2015 is proving to be an interesting year for investors, Appelman Financial decided to hold an Economic Summit. This special meeting was held during the end of July at the Hampton Inn of Bloomsburg, PA. We had 30 people in attendance and some of the items discussed included: a global market summary, an interest rate status report and a future jobs outlook. |