WOW

Apriem’s VP named to InvestmentNews’ 2020 40 Under 40 List

InvestmentNews has recognized Jennifer Olson, CFA, CFP®, CIPM, AIF® as a 2020 40 Under 40 Honoree. Ms. Olson was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. InvestmentNews’ 40 Under 40

2020-06-30T23:14:32+00:00June 29th, 2020|Apriem In The News, Press Releases, WOW|

Finances in Divorce: Dealing with Transition

Every divorce is unique and comes with its own set of complications. Rhonda Ducote, AIF®, talks about the importance of understanding your financial plan and some key steps in personal financial management when it comes to divorce or remarriage. Here's an excerpt of the article: “The best way to mitigate

2020-04-20T21:26:00+00:00April 14th, 2020|Apriem In The News, Newsroom, Press Releases, WOW|

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,

2019-10-09T18:53:01+00:00September 16th, 2019|Newsroom, WOW|

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

2019-10-02T22:27:21+00:00September 12th, 2019|Newsroom, WOW|

WOW Event: The Myths of Aging

At our July WOW event, attendees had the opportunity to listen to Nadine Durbach discuss various myths of aging.  Nadine was a very engaging speaker and had loads of pertinent information for us! Contrary to what you have probably heard before, Nadine shared research that demonstrates you may be at your prime after 65 .

2019-10-09T18:53:31+00:00August 14th, 2019|Newsroom, WOW|
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