Broker Check

Lynn C. Appelman

Certified Financial Planner™ CFP®

Alissa L. Conklin

Chartered Financial Consultant® ChFC®

Client Appreciation Events

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In early February 2017, we held our New Client Dinner at the O Li Ran Japanese Hibachi Steak House in Bloomsburg, PA.  Besides the delicious food, the chefs were very entertaining and we were excited that some of our clients were seeing hibachi cooking for the first time!  

                  

This year's annual Client Appreciation Dinner had a lovely Caribbean theme right down to an authentic steel drummer!  In November 2016, we enjoyed the beautiful steel drum soloist from Oasis Island Sounds of Washington, DC. And Danville PA's Pine Barn Inn outdid themselves with the sweet and spicy flavors of the islands--who wouldn't like some Jamaican Jerk Pork, Coconut Curry Chicken and Cod Fillets in Lobster Sauce.  A big thank you to the over 150 clients and their guests who joined us for the relaxing evening out!

         

What a great way to spend a beautiful summer night...at a Wilkes-Barre/Scranton RailRiders baseball game with a fun dinner buffet and a fantastic fireworks show.  This terrific Client Advocate Club outing in August 2016 was only open to our clients who had recommended friends, family, co-workers and neighbors to Appelman Financial.  If you want to be included in our exclusive 2017 CAC event, make sure you are spreading the word about our office and the range of products and services we can provide!

               

The 2016 Platinum Client Dinner was held at the lovely Barn at Boone's Dam in Bloomsburg, PA at the end of March. This event is a special dinner opportunity just for our highest tier of clients. The welcoming feeling of the barn coupled with a delicious Italian buffet made the evening very enjoyable.  We'd like to thank the 60 clients and their guests who were in attendance for making this such a successful event!

               

Appelman Financial hosted its 5th Annual New Client Dinner at Seidel's Mardi Gras in Danville, PA in February 2016. We really enjoy having our most recent clients join us in a more intimate setting than at our annual client appreciation dinner in the fall. Mardi Gras was our theme and we were right about on time. As a thank you for becoming a customer of Appelman Financial during 2015, we were glad we could invite so many new faces to celebrate this fun occasion with us!

                                                     

The Appelman Financial Client Appreciation Dinner was a wonderful hit again in 2015 at the lovely Pine Barn Inn in Danville, PA. In November, we hosted an Asian-themed evening with Chinese performers from New York City -- Peter Tang's Chinese Ensemble played centuries old instruments which created an authentic atmosphere. Our menu included Sesame Chicken, Beef Stir Fry and Sweet and Sour Pork and it was absolutely delicious. We so enjoyed sharing our evening with close to 200 clients!

   

Our Client Advocate Club Outing was a relaxing evening out on the Susquehanna River enjoying the Hiawatha Paddlewheel Riverboat. Our awesome event was in the beginning of August 2015 and we could not have asked for nicer weather. Plus, our dinner was catered by the Watson Inn and it was absolutely delicious! ***If you are interested in becoming part of our Client Advocate Club for next year, just remember you need to refer someone and they need to come in for an initial consultation. So put your thinking caps on and refer your family, friends, neighbors and co-workers because next year will be just as fun!***

Without a doubt, the most fun event that Appelman Financial ever hosted was our recent free community concert by the very talented Mahoney Brothers! The first half of the concert was their Jukebox Heroes Live during which they kept coming out as different musical icons (including Elvis!) and the second half was all Beatles with songs that spanned their career. Our office feels very appreciative of this close knit community and the wonderful residents we encounter. As a special thank you, Appelman Financial wanted to have a free concert for Bloomsburg where clients and community members alike could enjoy some good old rock & roll music! And they certainly came out to join us as we had standing room only for our special concert on June 20, 2015! Thank you to the Bloomsburg community for supporting our Financial Planning office for over 30 years! Here is a picture from the Press Enterprise the next day.     


 

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