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Seminars and Workshops
| Lynn Appelman had the pleasure to speak in front of a Bloomsburg University class on November 3, 2011. He is pictured here with Ms. Christine Haririan, a BU Instructor of Finance, who has invited him to speak in front of her class several times. This time, he gave a talk about the Certified Financial Planning designation specifically and he spoke to about 25 students who were interested in becoming Financial Advisors as a profession. Lynn enjoyed speaking with the class and fielded some terrific questions about the industry with students from various majors. |
| Lynn recently spoke to a Bloomsburg University class titled "Financial Markets and Institutions". He spoke to two different class sections on Tuesday, December 6, 2011. The theme of the day's discussions centered around life insurance. Here he is pictured with the instructor Victoria Geyfman as well as a photo of the afternoon session's class. He really enjoyed listening to the college students' thoughts and questions. |
Lynn presented an educational seminar titled "Windows of Opportunity for Tax Planning in 2011" to our clients and local community members as well. It was held on Tuesday, April 5th at 6:30 at the Links of Hemlock Creek in Buckhorn, PA. New tax laws passed in December 2010 extended some of the tax reductions fr previous year for a one or two year period. This allows a window of opportunity for taxpayers to review and consider potential planning strategies. Topics discussed included Income Tax Rates, Capital Gains Tax, Taxation of Dividend Income, Estate Tax Schedules, Medicare Tax Surcharge and AMT Calculations. |
Appelman Financial hosted an informational seminar titled the "Estate Planning Essentials Workshop" at the Pine Barn Inn on Wednesday, November 9, 2011. We had 60 attendees come to listen to a presentation and to have dinner with Lynn and local attorney Susan Lynch. Susan has been practicing law since 1987 and her law office specializes in Estate Planning and Administration, Special Needs Planning and Social Security Disability. Topics of discussion for the evening included "Is your estate properly protected?" and "Is your wealth and health scheduled to be handled according to your wishes?" |
| With upcoming tax law changes on the horizon for January 2013, Appelman Financial was pleased to host a "Tax Planning 2012 Workshop: Preparing for Change" at the Holiday Inn Express on Wednesday, April 18 at 6 p.m. We wanted to help our clients and community members make sure their portfolios were in the best position to meet these changes. Topics discussed included: Income Tax Rates, Capital Gains Taxes, Tax Strategies, Taxation of Dividend Income, New Medicare Tax and Estate Tax Schedules. It proved to be a very informative evening for all... |
