You’re Invited: Financial Planning is Magic!

Firm News & EventsPosted on July 31st, 2018No Comments

Financial Planning is Magic!

A social gathering with a dynamic discussion

lead by Dr. Dave Yeske and Elissa Buie

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WEDNESDAY, SEPTEMBER 12th, 2018

5:00pm – 8:00pm

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The University Club of San Francisco

800 Powell Street, 4th Floor, San Francisco, CA 94108

Complimentary Valet Parking Available

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Financial Advice is Helpful. Financial Planning is Magic!

At Yeske Buie, we believe that financial advice is helpful, but financial planning is magic. As Financial Planning Evangelists, we believe this distinction matters and the reality is that a lot of financial advice is masqueraded as financial planning. For example, financial planning is contextual, and it’s comprehensive, and it’s integrated, and it’s strategic. Financial advice, on the other hand, is more transactional, ask and answer. We’ll explore this distinction and more during our dynamic discussion. Feel free to come prepared with questions or examples of ways that you feel financial planning is magic.

Elissa Buie, CFP® earned an MBA from the University of Maryland and a B.S. in Commerce from the University of Virginia. Elissa is passionately involved with the Foundation for Financial Planning; she is a Past Chair of the Foundation and currently sits on the Board of Trustees. She is also a Past Chair for the Financial Planning Association and she is a Dean for FPA’s Residency Program. Elissa is also a Distinguished Adjunct Professor at Golden Gate University. In 2013, Elissa was awarded the P. Kemp Fain, Jr. Award, the profession’s equivalent of a lifetime achievement award.

Dr. David Yeske, CFP® holds a doctorate in finance from Golden Gate University, an M.A. in Economics, and a B.S. in Applied Economics from the University of San Francisco. Dave holds an appointment as Distinguished Adjunct Professor at Golden Gate University, where he is the director of the financial planning program. He is past Chair of the Financial Planning Association and Practitioner Editor of the Journal of Financial Planning. In 2017, Dave was awarded the P. Kemp Fain, Jr. Award, the profession’s equivalent of a lifetime achievement award.

RSVP WITH THIS LINK!

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Be Our Guest

This year’s event menu will include:

  • Fresh Crudités and Antipasti Platter
  • Imported and Domestic Cheese Board
  • Apple Walnut and Blue Cheese Puffs
  • Mini Crab Cakes with Chipotle Aioli
  • Chinese Pot Stickers with Hot Chili-Soy Sauce Grilled Chicken Satay and Roasted Peanut Sauce
  • Shrimp and Andouille Sausage Brochettes
  • Assorted Tea Sandwiches
  • Thai Beef Salad in Peeled Cucumber Cups
  • Thai Chicken Salad in Belgian Endive Leaf
  • Corn Blinis Filled with Goat Cheese, Thyme, Rosemary Herbs, Fried Leek Garnish
  • Assorted Cakes and Tarts, House Made Cookies, and Fresh Fruit
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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