Welcome to
Appelman Financial
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.
Bloomsburg University Finance Department
Lynn at Bloomsburg University
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.