WOW Event: Nourishing the Brain for Wisdom & Wellness Tuesday, May 21, 2019 at 11:30 AM Speaker: Dr. Erica Oberg, ND MPH Integrative & Naturopathic Medicine On May 21st, we had 27 Women of Wisdom join us for a great afternoon which consisted of a delicious lunch followed by an informational talk focused on brain health.
Over 75 women met and mingled at the Center Club on May 7th to hear three great speakers talk about the market, how to find a Financial Advisor, and ways to navigate all of the noise. We feasted on a wonderful meal while the panel discussed relevant information regarding how the women working in
WOW Event: A Story of Discovering Purpose Thursday, April 25, 2019 Speaker: Michelle Wulfestieg Executive Director, Southern California Hospice Foundation In April, our Women of Wisdom had the privilege of listening to Michelle Wulfestieg speak about her personal journey of discovering her purpose. She is a two-time stroke survivor, suffering her first stroke at age
With every new generation comes a new batch of opportunities – and burdens. Some, like my father “Pop,” who served his country during the Vietnam War and earned medals for the Sheriff’s Department of Los Angeles, are truly heroic. For his generation’s Millennial children, like me, we’re finding ourselves with a different set of
On April 24th, four members of the Apriem team had the pleasure of attending the first ever “Wealth Management Symposium”, put on by the CFA Society of Orange County. The event was held at the exquisite Pacific Club and featured topics including the four phases of retirement, what it looks like to lead a
By Christpher Whitaker, CFP, AIF ‘Tis the season! The tryptophan from overloading on turkey is finally wearing off, holiday decorations are getting lugged in from the garage and your annual planner is nearing the last page of the year. It also happens to be the season for some end-of-year tax planning! One of the
By Chris Whitaker, CFP® Apriem Advisors had the privilege of sponsoring the 7th annual Jessie Rees Foundation Gala. Driven by the mission to ensure every child fighting cancer has the support and resources to Never Ever Give Up (NEGU), the foundation focuses on the care of children in need. “We will care until there is a
Recently, our Apriem Cares team dedicated an afternoon to one of our philanthropic partners, Working Wardrobes. We volunteered stuffing Payday Pails to support VetNet, a program that provides career training services for veterans through the Working Wardrobes Career Services Network. VetNet is a safety net for veterans focused on transitioning at-risk veterans into the civilian
By Chris Whitaker, CFP® The year is 1948. Your friend Roger, who is wearing a plaid sport shirt tucked in near his belly button, excitedly tells you that the BBQ place on West 14th Street has now re-opened as a burger place called “McDonalds.” You park your Chevy Fleetmaster, and walk up to a
By Jennifer Olson, CFA, CFP Senior Financial Analyst The Apriem Advisors team attended the Schwab IMPACT 2017 conference last week in Chicago and got to see some of the world’s greatest influencers in economics, politics, technology, philanthropy and entertainment. David Cameron, former prime minister of the United Kingdom, spoke about U.S. politics, regulation, immigration and