TheLiveBigWay® Digest – Changing Seasons

Financial Planning’s Mission During Life Transitions

As summer slides into fall, signs of the changing seasons can be seen across the country and remind us of the rhythm of life’s changes. As financial planners, we are in a unique and privileged position to share in the rhythmic changes of our Clients’ lives. In fact, it is during periods of transition that financial planning takes on new meaning. Learn more about Yeske Buie’s role and the resources we share with our Clients during times of transition.

Generational Financial Planning

Yeske Buie is proud to support Yusuf Abugideiri and Russell Kroeger (recent graduate from our Financial Planning Resident Program) in their work to service the next generation of financial planners and clients. Russell and Yusuf co-created a new framework based on grounded concepts from some of the brightest minds in the profession, including policy-based financial planning^® that Yeske Buie has been developing for over a decade, to help financial planners engage the millennial generation. Read on to learn more about their work.

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Housing Transitions in Retirement: It’s Your Move

We hope you will join our live webinar on Wednesday, September 20^th at 11:00am PT / 2:00pm ET where we will share insights and resources to help you understand your options when it comes to managing housing transitions in retirement. The webinar will be presented by our special guest and well-respected life transitions expert, Dr. Jim McCabe. To register, simply click this link and enter your name. We hope you will also share this link with anyone who may be interested in joining us. If you have any questions you would like Jim to answer, please send them to Lauren Mireles and we will be sure to address them during the webinar.

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September is National Preparedness Month

Each September, FEMA’s “Ready” campaign celebrates National Preparedness Month with the goal of educating and empowering people to prepare for, respond to, and mitigate emergencies, including natural and man-made disasters. The theme for this year’s National Preparedness Month campaign is “Disasters Don’t Plan Ahead. YOU CAN.” In support of the initiative as a whole and of FEMA’s weekly theme to “Make a Plan for Yourself, Family, and Friends”, we share three suggestions to help you and your family be prepared for any emergency.

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Ask Elissa and Dave

Interested in learning more about Dave or Elissa as financial planners or as avid travelers? Looking for some clarity on a financial planning topic, the markets, or your portfolio? Curious about Yeske Buie, how we operate, or our company culture? Share your curiosity with Elissa and Dave and receive an answer to the questions you’ve always wanted to ask. Simply send your question to Lauren Mireles and stay tuned to future Digest posts for answers. You can read the seven questions Elissa and Dave have answered to date on our website. We look forward to hearing from you!