One of the main focuses of Apriem has been to improve the mental and physical wellness of our Apriem family. As such, Apriem celebrated its first annual Wellness Day to celebrate our President, Rhonda Ducote's, birthday. Wellness Day focuses on bringing our team together to encourage self-care, and incorporating
On October 23, 2019, Apriem attended the 2020 Economic Forecast hosted by the Chamber Newport Beach and UCI Paul Merage School of Business. The speakers discussed about an outlook of a benign economic growth without a recession in the next 12 months. They highlighted the positives and negatives of 2020 such as employment growth
Apriem Advisors was founded on the vision of giving client’s the opportunity to live a life of significance beyond their success. In the same way, Apriem strives to encourage this value in the lives of their employees. One way this is done is through encouraging employees to participate in their charitable arm, Apriem
Earlier this year, our team assembled 250 school kits to be distributed to children in need for the upcoming school year as well as 250 hygiene kits for people impacted by natural disasters, homelessness, or poverty. We closed the office early and everyone participated. Our staff enjoyed writing encouraging notes and giving confirmation
On September 28th, Apriem Advisors joined an intimate group of 40 generous attendees of the Southern California Hospice Foundation (SCHF) annual fundraiser coined “Cakebread & Candlelight”. Held at the Bungalow in Corona del Mar, guests enjoyed a decadent 5 course meal paired with Cakebread Wines. SCHF is currently raising funds for the 2021 launch
On March 25, 2017, Apriem Advisors JOYfully sponsored the Jessie Rees Foundation 6th Annual Gala: A Celebration of Courageous Smiles as part of our Apriem Cares initiative. Around 700 people attended the event and raised more than $300,000 to support hundreds of Courageous Kids fighting cancer and their families around the world. Apriem Advisors staff
Refer to these Schwab Charitable guidelines to help ensure your contributions are received and processed by December 31 (the IRS deadline for inclusion in your year-end tax return). *The type of securities and how quickly the securities are transferred by the financial institution currently holding the investments may impact Schwab Charitable’s ability to receive contributions
