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Seminars and Workshops
| On August 12, 2008, Appelman Financial delivered a timely seminar about gas leases at the Northern Columbia Community and Cultural Center in Benton, PA. Lynn Appelman delivered a seminar to people who had been approached for Natural Gas lease payments or lived in that area. We wanted to make folks aware of tax consequences, tax reduction strategies and investment choices up-front. Our seminar was covered on the front page by the Press Enterprise the following day--click here to view the article titled "Expert: Save Money with Gas Leases". |
| On Thursday, August 21st, 2008, Appelman Financial sponsored a very important seminar in conjunction with the local Area Aging Office. The event was held at Portabella Catering in Lightstreet. The special evening was dedicated to Medicare basics, purchasing supplemental insurance, and the Medicare drug program as well as Long-Term Care Insurance and the PACE/ PACE Net programs. Sandy Darlington's presentation was pure gold as she discussed issues Lynn felt all senior citizens need to know about. Watch next year for our upcoming informational workshops for clients and community members alike! If you have any ideas for seminars you'd be interested in learning more about, please share your ideas with us... |
Appelman Financial was pleased to offer a special Identity Theft Workshop on the evening of May 29, 2008 at Portabella Catering in Lightstreet. We had 55 attendees, either clients or interested community members, join us for a special presentation provided by the Federal Trade Commission (FTC) followed by refreshments and dessert. In this presentation titled "Deter, Detect, Defend-- How to Protect Your Identity", our guests were able to learn about the basics of identity theft and steps people can take to reduce their risk and protect their identity. We felt it was an important financial topic to discuss as according to the FTC it effects as many as 10 million Americans each year! Please contact us if you wish us to send a seminar packet of information to your home! If you would like to check out the Federal Trade Commission's site on Identity Theft, please click here. |
| Lynn Appelman had the pleasure to speak in front of a Bloomsburg University Finance class on April 7th, 2008. Here he is pictured with Ms. Christine Haririan, a BU Instructor of Finance, who invited him to speak in front of her class. The course was titled "Personal Finance Decisions" and he spoke to approximately 30 undergraduate students. Lynn had a wonderful time and he was most impressed with the caliber of questions he was asked during the Q&A portion of the evening. He thought it was a terrific idea to reach young adults with the financial basics that everyone should know. Especially with saving for retirement as it is never to early to start! |
| It was a great pleasure to host a Social Security 101 workshop on Monday, October 5th, 2009. This incredibly informative presentation was held at the Holiday inn Express in Buckhorn. Our guest speaker for the evening was Mr. Guy Luongo, District Manager with the Social Security Administration. He reviewed information pertaining to retirement benefits, how working affects benefits, spousal and survivor benefits and Medicare. He also discussed many of the functions that can be done on-line such as estimating benefits and signing up for Social Security by using their website at www.socialsecurity.gov. Lynn Appelman was able to follow up the presentation and discuss some other items regarding social security such as how to determine when might be a good time to take social security and things you can do to minimize taxes on your benefits. Click here to see the Social Security Administration's website. |