|
TYPE
FPA Retreat: The Art of Storytelling
 Last week, five members of Yeske Buie’s Financial Planning Team attended and presented at the Financial Planning Association’s annual retreat. The theme of this year’s retreat was built around Advancing the Art and Science of Financial Planning Through Storytelling. Our Yeske Buie team members had the opportunity to share stories focused on three different areas of our expertise and to listen to stories from other prominent financial planners through various sessions. Read on to learn about Yusuf, Jen, and Lauren’s favorite sessions and how it felt to present at this conference for the first time.
|
| TYPE |
|
TYPE
Authentic Conversations
 As we focus on the importance of asking difficult questions and the impact of communicating through presentations and stories, we are reminded of a post we previously shared written by Eldercare Expert Dr. Jim McCabe on Authentic Conversations. As Dr. McCabe reflected on many of the families he worked with over the years and the challenges they faced together, he noted that, “Even in the healthiest of family systems, communication can be difficult”. Today, we share this piece again as we find that Jim’s identification of the critical steps to have authentic conversations complements Yeske Buie’s communication philosophy.
|
| TYPE |
|
TYPE
Save the Date: Yeske Buie Spring Open House!
 We hope you will join the Yeske Buie Team from both offices for our Open House in Vienna, VA on Thursday, June 9th from 4:30 – 6:30pm. The Open House will feature several of Elissa and Dave’s favorite wines, live music from guitarist Rich Barry and violinist Sonya Chung, and delicious appetizers from local company, Purple Onion Catering. Stay tuned to future Digests for the full menu and more and feel free to email Cristin Etheredge your RSVP.
|
| TYPE |
|
TYPE
Tax Return Request
 Now that tax day has come and gone (unless you are on extension), we have requested to receive a copy of your 2015 Federal and State returns to help us better serve our Clients throughout the year. Exactly how the information is used varies from Client to Client, but we are best able to perform tax related analysis with your most current tax return. It is our preference to receive the entire document but we understand that many returns are quite lengthy. If you are unable to send the entire document, please send the 1040 and all Schedules. You may send the documents to us using any of the methods described here.
|
| TYPE |
|
