Broker Check

Lynn C. Appelman

Certified Financial Planner™ CFP®

Alissa L. Conklin

Chartered Financial Consultant® ChFC®

Client Appreciation Events

 

      

What a beautiful evening on the Susquehanna we had for our 2019 Client Advocate Club in July.  We enjoyed our trip on the Hiawatha Paddlewheel Riverboat and a delectable and professionally served dinner catered by the Watson Inn.  It may have been hot outside, but the sky was clear and the river was calm and beautiful.  If you wish to join us for a special event in 2020, kindly refer someone who comes in for a consultation and you can be a member of the club too!


      

For our exclusive 2019 Platinum Client Event, we hosted a live cooking demonstration at the Rustic Kitchen in the casino at Mohegan Sun Pocono in Wilkes Barre, PA.  How fun to watch host Kim McLendon prepare our delicious surf and turf meal...and we all learned a lot too!  Touted as one of the best client appreciation events we have ever hosted, we are so glad we got to share this entertaining and scrumptious event with our highest tier of clients.


      

We had a wonderful time at our fist event at the Iron Fork at the Frosty Valley Country Club in Danville, PA.  Held during the beginning of February, we enjoyed a nice-size crowd at our 2019 New Client Dinner so we could really get to visit with folks who became Appelman Financial clients over the last year.


      

Without a doubt, Appelman Financial hosted it's largest annual Client Appreciation Banquet in the beginning of November 2018.  The Pine Barn Inn helped us put on a 1950's Sock Hop for 180 clients and their guests.  There was Doo Wop music, fountain sodas, and poodle skirts galore as we enjoyed a delightful dinner together.  Our guests loved the candy bar and a fun photo booth as we rocked around the clock!


     

Last year for our Client Advocate Club Outing 2018, we invited clients who had referred someone who came in for a consultation to an exclusive event.  In August, we had a savory brunch at the Rolling Pines Golf Course catered by Lucy's Kitchen & Catering.  Then we visited Bill's Old Bike Barn together to look around...there was so much to see it would be hard to pick a favorite item!  ***If you are interested in becoming part of our Client Advocate Club, 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 this year will be just as fun!***


It was nice to spend a warm summer day inside the air conditioned movie theater as Appelman Financial hosted a Day at the Movies.  In the middle of July 2018, the AMC Classic Movie Theater in Bloomsburg had a theater full of 135 Appelman Financial clients as guests to see the Jurasic World movie.  Phew, the new breed of gigantic dinosaurs certainly had us all on the edge of our seats!


      

Nothing like eating a good meal...and learning how to make it!  Our 2018 Platinum Client Cooking Class was a delicious event held at the Pine Barn Inn during the end of April and again the beginning of May.  It was an educational and culinary event all at the same time. We are so glad some of our top tier clients could join us for the fun.


Our clients have been having so much fun at the O Li Ran Japanese Hibachi Steakhouse in Bloomsburg that we hosted our 2018 New Client Dinner at that location again.  For mid-February, we invited folks who had become clients during 2017 to a dinner out.  Being on a smaller scale, we love when our office team gets to really visit with our clients in such a fun setting. 


        

A roaring good time was had by all in attendance at our 2017 Client Appreciation Dinner at the lovely Pine Barn Inn in Danville, PA. With music of the 1920's filling the room, we enjoyed fun custom mocktails, a photo booth, and a candy buffet of old-time candy. It was a sweet way to spend the night out with some of our clients. This was our biggest client banquet yet!


         

Appelman Financial was pleased to announce our 2017 Client Advocate Club's special outing. This past August, clients who made referrals during the year were "All Aboard" to take a ride on the Tioga Central Railroad out of beautiful Wellsboro, PA. It is considered Pennsylvania's Most Scenic Excursion Railroad and we all enjoyed our sunset dinner on the train. The beautiful weather in combination with the gorgeous views made the evening a real treat.


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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!

 

                  

The annual Client Appreciation Dinner for 2016 had a lovely Caribbean theme right down to an authentic steel drummer! In November, we enjoyed the beautiful steel drum soloist from Oasis Island Sounds of Washington, DC. 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 CAC events, 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 would 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 clients 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 amazing event was in the beginning of August 2015 and we could not have asked for nicer weather. Our dinner was catered by the Watson Inn and it was absolutely delicious! 


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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