Far West Round-Up

Far West Round-Up

The Yeske Buie Financial Planning Team attended the 2014 FPA Far West Round-Up Conference in Santa Cruz from Thursday, August 14 to Sunday, August 17. The Round-Up has many features of the Old West, including a designated sheriff (leader), posse (conference committee), and greenhorns (the new attendees). Dave has presided as sheriff for five years running. Financial planners gather at Round-Up for many reasons, but the main value is best expressed by the following quote from our good friend and fellow financial planner from Sacramento, Jim Johnson:

“Want to know what will be going on in the financial planning profession in the next 10 years? Go to FPA Retreat and Far West Round-Up.”

We will be sharing some of the insights gleaned from the conference in the next Digest. As an example, a particularly insightful presentation by attorney Ray Sheffield on planning for “portability,” a relatively new dimension of estate planning, spurred the financial planning team to initiate a new kind of review that we’ll be bringing to clients’ estate plans in the coming months.

For now, we hope you enjoy some of the photos from the event.

Intro Session WL The Q Group WL Group Picture WL 1st Session Attendees WL Santa Cruz WL Boardwalk WL Dinner in SF WL