Last week, the Yeske Buie team from both offices gathered at Marriott Ranch for their semi-annual company retreat. While the retreat serves as a great opportunity to step away from the day to day office routine, the team spends each day working on various business related activities. The themes at this retreat were strengthening our core goals, vision, and values and raising our ability to “be” the Client. When the team wasn’t hard at work, we had the opportunity to enjoy the outdoors, take a group horse back ride, and share stories and play games around the fire. We hope you enjoy the following pictures from our retreat to Marriott Ranch!
Tax day is next week on Wednesday, April 15th, which marks the deadline for making a contribution to a Traditional or Rollover IRA, Roth IRA, Health Savings Account (HSA), SEP-IRA or Solo 401(k). If you file an extension then the latter two can receive contributions until October 15th. We will be sending emails to request 2014 Federal and State Returns from Clients shortly after April 15th to help us better serve our Clients throughout the year. If you already have a copy of your tax return, you may send the document to us using any of the methods described here.
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.