On April 24^th, 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 by placing values first, and a market update.

The event also featured a Women and Wealth Panel in which our very own President, Rhonda Ducote, had the privilege of sharing her passion for educating and caring for women. She discussed the vision of WOW and the importance of including women in the financial process. We thank the women who have participated in our WOW program over the years and helped to shape it into the program it is today. We value the feedback and suggestions from various events and thank our clients for allowing us to be part of your financial journeys.

Overall, the symposium was beneficial in generating new ideas to continue serving and providing value to our clients.