TheLiveBigWay® Digest – Scholastic Success

TheLiveBigWay® DigestPosted on August 23rd, 2018No Comments

Strategies for Scholastic Success

Ready or not, we’re nearing the beginning of September – the month when summer gives way to fall, when we’re all supposed to stop wearing white, and when the NFL gets back underway. September also marks National College Savings month. As schools from kindergarten through college begin their fall terms, now is as good a time as any to highlight the importance of preparing for college – both academically and financially. Today, we share resources for parents and students on the education planning journey, including a recording of this week’s back-to-school live webinar.

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Yeske Buie in the Media: Financial Advisor Success Podcast

Elissa recently spent time with fellow Financial Planner and educator, Michael Kitces, as a guest on his “Financial Advisor Success” podcast. During the podcast, the two discussed everything from Yeske Buie’s approach to creating financial plans and serving our Clients, to our desire to leverage the next generation of talent, to Elissa’s career, and more. In this space, we highlight a few excerpts from the podcast that we feel shed some light on Yeske Buie’s passion for serving our Clients through financial planning.

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Rounding Up the Gang at Far West

As has become an annual event, the Yeske Buie Financial Planning Team – minus Elissa and Dave who were living big on their African safari! – once again attended the Financial Planning Association’s Far West Roundup in beautiful Santa Cruz, California. At Far West, a smaller, more intimate conference compared to others, some of the brightest minds in the profession meet up on the campus of UC Santa Cruz to discuss any and all topics related to financial planning. Read on for a summary of this year’s nine informational sessions and the key lessons the team hopes to weave into the work we do for our Clients.

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Elissa and Dave’s Live Big Safari

Elissa and Dave recently returned from a three week, Live Big trip to Africa that included visits to Tanzania, the Serengeti, Zanzibar, and Cape Town. As you can imagine, the trip was nothing short of incredible. While they were away, the rest of the Yeske Buie team ran the office to ensure that our care for our Clients didn’t skip a beat. Elissa and Dave found it gratifying to know that it was business as usual for our Clients and felt grateful for the opportunity to take some time to Live Big. We’ve assembled a small gallery of photos from Elissa and Dave’s trip on our website for your viewing pleasure – we hope you enjoy them!

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You’re Invited: Financial Planning is Magic!

You and your guests are cordially invited to join the Yeske Buie team as we host a social gathering with a dynamic discussion titled Financial Planning is Magic. The event will be held on Wednesday, September 12 from 5 – 8pm at The University Club of San Francisco and complimentary valet parking will be available. Additional details including the event menu and insights on the magic of financial planning are available on our website. Let us know if you and your guests will be able to attend by emailing Mila Lavoie or visiting our online event site. We look forward to seeing you!

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“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