Live Webinar: Cybersecurity from All Angles

Webinarson March 21st, 2019Comments Off on Live Webinar: Cybersecurity from All Angles

When it comes to cybersecurity, expert Carrie Kerskie says, “You need to stay on top of it.” And one of the best ways to do so is by having a solid understanding of identity theft and the scams that threaten today’s consumers.

With this in mind, Yeske Buie is pleased to host a live webinar on Wednesday, April 17th at 11:00am PT / 2:00pm ET where expert Carrie Kerskie will discuss cybersecurity from all angles. During the webinar, Carrie will share:

  • Three easy ways to identify a scam,
  • New identity threats you may not know about and what you can do to counter them, and
  • Practical ways to protect yourself and policies to adopt to harden your exposures

Carrie’s expertise will leave you feeling armed with cyber-knowledge and empowered to protect your identity. As an added bonus, Carrie will also share a white sheet of all the tips and best practices discussed during the webinar. Register today and feel free to share this link with any colleagues, family, or friends who are interested in learning more about today’s cyber-landscape.

REGISTER TODAY!

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ABOUT CARRIE KERSKIE

Ms. Kerskie is the President and CEO of Griffon Force. Ms. Kerskie’s focus at Griffon Force is on providing clients with comprehensive and personalized risk assessment and reduction services, data privacy consulting, and when needed, identity theft restoration investigation. She is a key member of the Collier Identity Theft Task Force and founding Director of the Identity Fraud Institute at Hodges University. Ms. Kerskie is a highly sought-after national speaker, trainer, and consultant on the topics of data privacy, identity theft, risk assessments, employee training, risk reduction, and identity restoration. Ms. Kerskie appears regularly on various news programs as an identity theft and data privacy expert. She is the author of the book, “Your Public Identity: Because Nothing is Private Anymore.” In 2014, Congressman Diaz-Balart lauded Carrie with a Congressional Record for her work on identity theft. In 2015, Carrie worked with Florida Representative Kathleen Passidomo to successfully revise Florida’s identity theft laws to make business identity theft a crime in Florida.

2019 Financial Review & Outlook

Webinarson January 4th, 2019No Comments

In this webinar, we share a brief review of the economy in 2018 and an outlook on the landscape going forward for the economy, US and international markets, and other developments that can impact your finances in 2019.

For additional reading on the topics we cover, we encourage you to take a look at our posts titled Market Perspective in Two Charts and Falling Flat: The Not-So Predictive Yield Curve. If either of these pieces inspires a question that you’d like us to address, please feel free to email us your thoughts.

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ADDITIONAL MATERIALS:

Post-Election Direction

Videos, Webinarson October 29th, 2018No Comments

Voter enthusiasm for the 2018 midterm election is reaching near historic levels. No matter the result of the voter turnout or the elections themselves, it is almost certain that the votes will have an impact on the economy, the markets, and our other complex systems. After the election, we invite you to join Dr. Dave Yeske for a live webinar where he’ll share thoughts and insights on our post-election direction.

Live Webinar with Dr. Dave Yeske

Post-Election Direction

Wednesday, November 14th at 11:00am PT / 2:00pm ET

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ADDITIONAL MATERIALS:

Back-to-School: Strategies for Success

Videos, Webinarson July 26th, 2018No Comments

Although it seems like we were singing Alice Cooper’s famous song “School’s Out” just a few days ago, the reality is that the back-to-school season is upon us. And while this time of year is largely filled with school supply shopping and finding the best prices on those expensive textbooks, the season also presents a great opportunity for parents and students alike to renew their focus and ensure they’re practicing healthy habits.

With this in mind, we invite you to join our live webinar panel discussion on Wednesday, August 22 for insights from the Yeske Buie team on healthy habits related to the back-to-school season including education planning, budgeting, financial literacy, creating or reviewing your financial plan, and more.

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Live Webinar Panel Discussion

Back-to-School: Strategies for Success

Wednesday, August 22 at 11:00am PT / 2:00pm ET

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**Correction: The non-profit referenced on slide 21 is called YesToCollege.org

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ADDITIONAL MATERIALS:

SAVE – SPEND – DONATE – INVEST

Videos, Webinarson March 21st, 2018No Comments

April is National Financial Literacy Month! Considering today’s financial landscape, financial literacy is becoming just as important as any other basic survival skill. As is the case when learning any skill, financial literacy is not a one-time event, but rather a life-long learning process. In alignment with National Financial Literacy Month, we held a live webinar on Wednesday, April 18th at 11:00am PT / 2:00pm ET where we shared our insights and passion for financial literacy. Our hope for the webinar is that you’ll leave the session with the following takeaways:

  • A deeper understanding of Yeske Buie’s Financial Literacy Program and the tools and resources we extend to you, your children, and your loved ones.
  • Confidence in your ability to make financial decisions that are integrous to your goals and values.
  • A feeling of empowerment to have productive money conversations with those important to you.

2018 Outlook: Through the Looking Glass

Videos, Webinarson January 3rd, 2018No Comments

Happy New Year! We hope you will join us as we climb through the mirror and share our outlook on the economy, US and international markets, and other developments that can impact your finances in 2018.

Live Webinar with Dr. Dave Yeske

2018 Outlook: Through the Looking Glass

Wednesday, January 17th at 12:00pm PT / 3:00pm ET

 

We would also love for you to share this link with any friends, family, or colleagues who may find this webinar valuable.

Additional Materials:

Housing Transitions in Retirement: It’s Your Move

Videos, Webinarson August 30th, 2017No Comments

Affordable, accessible, and well-located housing is central to quality of life for people of all ages, but especially as we near retirement age. As the single largest item in most household budgets, housing costs directly affect day-to-day financial security. In addition, the entire concept of what one considers a good life has many meanings. For the most part, people want an active life — physically, mentally and socially — and to serve those wishes, a living environment should offer those amenities. Education, planning and resources are the key to making the best housing choice for you.

But where do you turn to find informative and reliable resources? We hope you find the following recorded webinar a helpful place to start! In this video, special guest and well-respected life transitions expert, Dr. Jim McCabe, shares insights and resources to help you understand your options when it comes to managing housing transitions in retirement. If you are thinking about a housing transition for yourself or for a loved one, please feel free to contact our team to have a conversation about your specific needs.

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Dr. Jim McCabe is the President of Eldercare Resources. He has more than 25 years of experience in health care and long term care planning. Dr. McCabe has twice served on the Board of the American Society on Aging and is a member of the National Financial Planning Association. He is the author of the book Solving the Housing Retirement Puzzle: 20 Tips to Help You Make the Right Decision, and is a frequent contributor to journals and newsletters.

Video: Yeske Buie Investment Philosophy and Process

Economy and Investing, Videos, Webinarson July 12th, 2017No Comments

Our approach to assembling and managing client portfolios flows from our Worldview – our grounded beliefs about how the world works – which gives rise to our investment philosophy and the systematic process by which it is implemented. Learn how we implement our evidence based process for assembling and managing client portfolios in this 19 minute video.

Related video: The Wisdom of Crowds

Around the World in 60 Minutes

Economy and Investing, Firm News & Events, Videos, Webinarson March 24th, 2017No Comments

The world is in a rare state of flux, with a populist, anti-trade president newly installed in the White House, and populist, anti-EU parties on the rise all across the European continent. Economic conditions in the US and abroad, meanwhile, are showing positive trends, but it’s still to be seen whether the Federal Reserve and European Central Bank can successfully walk the thin line between growth and inflation. In this one hour trip around the world, we share our analyses and recommendations for weathering whatever may come.

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ADDITIONAL MATERIALS:

Will the Trump Administration be GREAT for Your Finances?

Videos, Webinarson January 18th, 20171 Comment

What impact will the new administration’s proposals have on the economy and the markets? How will rising interest and inflation rates impact your finances? What will happen to markets outside the US? And what about Social Security and Medicare? In preparation for the 2017 Presidential Inauguration, Dr. Dave Yeske offers his thoughts on the incoming administration. Please note that the presentation begins with 10 seconds of silence, so there’s nothing wrong with your speakers!

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ADDITIONAL MATERIALS:

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson