On October 3rd, Apriem Advisors held our tenth Women of Wisdom (WOW) event of the year and the final topic of 2019 was “Protecting Your Identity!” We felt so fortunate to have Kara Suro, VP of Charles Schwab Fraud & Senior Vulnerable Investigations Team as our keynote speaker. The teams
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,
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
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 .
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 Financial
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
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 firm
Apriem President Rhonda Ducote and Vice President Jennifer Olson were both nominated for the Orange County Business Journal’s 2019 Women in Business Award.
Apriem President, Rhonda Ducote, has been nominated for the Orange County Business Journal's Woman of the Year Award. An excerpt of the announcement is below: "Rhonda Ducote's leadership has helped propel the investment advisory firm to more than $650 million in assets under management at the fastest growth rate for a firm its size in