On April 24th, four members of the Apriem team had the pleasure of attending the first ever “Wealth Management Symposium”, put on by the CFA Society of Orange County. The event was held at the exquisite Pacific Club and featured topics including the four phases of retirement, what it looks like to lead a
For Apriem’s October WOW event we looked to our own Chief Investment Officer, Benjamin Lau and Senior Financial Analyst Jennifer N. Olson to tackle the topic of Women and Investing. Benjamin and Jennifer highlighted the unique strengths and skills women have as investors and savers and reviewed what tools are available to assist women in
Our March discussion for our Women of Wisdom (WOW) was on Insurance: Friend or Foe? We all take pride in caring for our families by protecting them from harm and providing for their needs. We are there every day for them whether it is taking them to doctor’s appointments or celebrating huge milestones with