TheLiveBigWay® Digest – Vacation Temptation

Vacation Temptation

With the first day of summer less than a week away, it’s likely that you have some kind of vacation or relaxation days on your calendar in the next few months. Depending on how you choose to Live Big^®, the vacation may involve a beach rental, a cabin in the woods, or maybe a cottage in your favorite town. If the place is really special, you may find yourself thinking “I wish I lived here!” and daydream about what it would be like to own the property as a vacation home. As always, before making such a big decision, we encourage you to keep a few things in mind to ensure the purchase aligns with your Live Big goals.

The Transfer of Trillions: Why Intergenerational Wealth Planning Matters

An estimated $41 trillion is in the process of being passed from older to younger generations in the United States. No matter which side of the exchange applies to you, planning for this transfer will help make certain that the exchange is successful and engaging a financial planner can help ensure the plan is reflective of the values of both the benefactor and the beneficiary. See how Yeske Buie starts this conversation with Clients and the powerful visual we create to clearly illustrate the transfer of one’s assets.

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Elissa Buie Receives Lifetime Achievement Award

Earlier this month, Elissa was honored with the Lifetime Achievement Award from the Financial Planning Association’s National Capital Area chapter. The award recognizes an individual who was nominated by the local FPA community for their outstanding contributions to the profession. Elissa was given the award at the chapter’s annual Spring Symposium and the entire Virginia Financial Planning Team was in attendance to watch Elissa receive the special honor. Read on to learn more about Elissa’s contributions to the profession and for pictures from the event.

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Yeske Buie Welcomes Our Fourth Class of Residents

Yeske Buie implemented a Financial Planning Resident Program in 2014 and this month, we have welcomed our fourth class of Residents! The purpose of the program is to leverage our Financial Planning team and to help contribute to the pipeline of new planners entering the financial planning profession prepared to work with financial planning Clients. Learn more about the goals of the program and how the program has grown over the past three years.

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Save the Date: Our Special Event in San Francisco

We hope you and your guests will save the date for our upcoming event in San Francisco, Explore the Possibilities: The Evolution of Investing. The event will be held on Wednesday, August 16th from 6:00 – 9:00pm. After rave reviews from our Virginia event in May, we are excited to have Apollo Lupescu, PhD join us again as our guest speaker. Stay tuned to future Digests and invitations for more details and feel free to email Lauren Mireles or visit our online event site to RSVP for the event. We hope to see you there!