You’re Invited: Financial Planning is Magic!

Firm News & EventsPosted on April 12th, 2018No Comments

We hope you and your guests will join us as we host…


Financial Planning is Magic!

A social gathering with a dynamic discussion

lead by Dr. Dave Yeske and Elissa Buie


TUESDAY, MAY 15th, 2018

5:00pm – 8:00pm


Tower Club Tysons Corner

8000 Towers Crescent Drive, Vienna, VA 22182

Complimentary Parking Available



RSVP Website | Email Us



We appreciate your continued support and trust and invite you and your guests to join us for a social gathering with delicious hors d’oeuvres and drinks, great conversation, and a dynamic discussion sharing our belief that Financial Planning is magic. Elissa Buie likes to say, “Financial Advice is helpful. 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… so let’s discuss the differences! More details to come.

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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