Apriem Insider Q1 2020
The Secure Act
Roughly two years after the wide sweeping Tax Cuts and Jobs Act comes yet another round of substantial reform! The goal of this article is to add more quick-hit details geared towards our more affluent clientele than the average SECURE Act article you may read in the paper. There will be additional articles where
New Baby Checklist: 7 Ways to Get Your Finances Ready
As a young parent just starting off on this journey, I’ve come to realize that not all who wander are lost. Some are just parents, in Target, hiding from their children. Raising kids is a tough task! Sleepless nights, random tantrums, encouraging them to walk, teaching them to talk, and then wishing
Apriem Cares: NEGU brings JoyJars to El Salvador!
Apriem Advisors was founded on the vision of giving client’s the opportunity to live a life of significance beyond their success. In the same way, Apriem strives to encourage this value in the lives of their employees. One way this is done is through encouraging employees to participate in their charitable arm, Apriem
World Vision Builds 500 Kits at Apriem HQ
Earlier this year, our team assembled 250 school kits to be distributed to children in need for the upcoming school year as well as 250 hygiene kits for people impacted by natural disasters, homelessness, or poverty. We closed the office early and everyone participated. Our staff enjoyed writing encouraging notes and giving confirmation
Apriem Cares: Being a Partner In Progress for Families Forward
On September 21st, Apriem Advisors joined the more than 400 generous attendees of the Families Forward 35th Anniversary Gala held at Pasea Hotel in Huntington Beach. The Havana Nights-themed fundraiser raised nearly $600,000 to support the Families Forward’s mission to prevent and reduce homelessness in Orange County. The
WOW Event: Investments 101
On Thursday, September 12th, our Women of Wisdom attended an Investments 101 seminar hosted by members from our very own investment team: Ben Lau – Chief Investment Officer, and Alan Ahmatovic – Financial Analyst. During the presentation, Ben & Alan walked through the fundamentals of the broad asset classes (stocks, bonds,
WOW Event: Essentials of Medicare
Speaker: Michelle Stone, Outreach Coordinator HICAP Orange County On Thursday, August 22nd our Women of Wisdom enjoyed a catered lunch from Monkey House Café as they listened to Michelle Stone from HICAP (Health Insurance Counseling and Advocacy Program) present on Medicare benefits. Despite being around for 54 years, Medicare is still a formidable topic