Yeske Buie would like to recognize Dan Tripp for his recent success in passing the CFP® Exam. Dan began studying for the exam in February and supplemented his training with the Zahn Live Review, a comprehensive pre-study program designed to help students better understand key topics and the exam itself. After learning that he had passed the exam, Dan shared the following sentiment with the Yeske Buie team: “This is a huge milestone in my professional development and represents nearly three years of hard work plus endless hours of studying. I appreciate all the encouragement and support I have received from each of you!” With this success, Dan is well on his way to earning his CFP® Certification. Read on to learn more about the four requirements needed to earn the designation.
Back-to-School: Strategies for Success
Although it seems like we were singing “School’s Out” just a few days ago, the back-to-school season is rapidly approaching. And while this time of year is largely fixated on school supply shopping, the season also presents a great opportunity for parents and students alike to renew their focus and ensure they’re practicing healthy habits. With this in mind, we invite you to join our live webinar panel discussion on Wednesday, August 22 at 11am PT/ 2pm ET for insights from the Yeske Buie team on healthy habits related to education planning, budgeting, financial literacy, creating or reviewing your financial plan, and more.