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We hosted our first Candlelighter Dinner for our Platinum Clients on April 5th at Balzano's Corner Gathering in Bloomsburg. It was a gorgeous, intimate space with absolutely delicious Italian food on the menu with desserts to just die for! We had 55 attendees including clients plus some friends and family members present for a very nice evening out. Lynn did a current market review presentation, but the bulk of the night was spent mingling and eating, and eating, and did we mention eating? Thanks so much to all of those who attended--we hope you had as nice a time as we did. |




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 about 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. |


For the 2nd year, Appelman Financial proudly sponsored its Client Appreciation Movie Event. For this year's treat, we invited our Platinum, Gold and Silver Clients to see Paramount's Indiana Jones and the Kingdom of the Crystal Skull. We met at the Bloomsburg Cinema Center on the afternoon of Saturday, June 7th and had over 250 people in attendance. We even overflowed our private theater and had to send some clients with their friends and family to the public theater for a same time showing! Everyone seemed to have a fun time as it was definitely a hang on to your hat kind of movie!!! If you would like to watch the trailer for Indiana Jones and the Kingdom of the Crystal Skull, click here! |


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| 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 and 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... |