Financial Planning is Magic!

Firm News & EventsPosted on April 12th, 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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TUESDAY, MAY 15th, 2018

5:00pm – 8:00pm

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Tower Club Tysons Corner

8000 Towers Crescent Drive Suite 1700, Vienna, VA 22182

Complimentary Parking Available in the Towers Crescent Retail Garage

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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 transnational, 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.

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Be Our Guest

  • Gourmet Sliders including Brie and Apple, Root Beer Braised Short Ribs, and Duck Confit
  • Crab Salad on a Crispy Wonton
  • Jumbo Gulf Shrimp with Spicy Citrus Cocktail Sauce
  • Spinach and Goat Cheese Arancini
  • Teriyaki Chicken Potstickers
  • Imported and Domestic Cheeses with Crackers and Berries
  • Crudite Display with Market Vegetables, Dried Fruits, and Dips
  • Sweet Shoppe Display with Chocolate Dipped Strawberries and Pretzels and Mini Fruit Tarts
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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