When we last wrote it was to tell you that Yusuf had become a CERTIFIED FINANCIAL PLANNER® licensee. We’re writing you now with more good news. We learned on Monday that Jennifer Hicks passed the CFP® examination she sat for in March. As you may recall, this is a grueling ten-hour exam administered over the course of two days. The pass rate for any given exam rarely exceeds fifty percent. Jen will have satisfied her experience requirement by December of this year and fully attained the status of CFP® practitioner. Congratulations Jen for reaching this important milestone!
You can find a fuller description of CFP® certification requirements here.
Update on Elissa and Dave’s Live Big® Adventure.
In preparation for our trip, which begins June 23, we’d like to ask you to think about any advice you may need between now and our return on July 24. Likewise, please let us know about any deposits or withdrawals you expect to make over that same time period (other than those regularly or already scheduled). As much as possible, we’d like to plan for all of your needs before we depart.
While the YeBu team will certainly find us if any urgent needs arise, our goal is to be as “unplugged” as possible duuring our travels. As an example, we will not be collecting our company email at all during our trip (although, to repeat, we will absolutely be reachable in the event of an urgent need).
Have a great weekend!
Elissa and Dave