Yeske Buie is pleased to announce that Schwab now provides the ability to open accounts and process certain service requests more efficiently using DocuSign. With DocuSign, you will be able to sign and approve service requests electronically, bypassing the typical process of printing paperwork to sign, scan and return to Yeske Buie. In the near future, we will begin using DocuSign for requests that we feel would be more efficiently handled using this software. In preparation for this change, we offer an introduction to DocuSign so that you can feel more informed if/when you receive paperwork via this method. We encourage you to read more to learn why we feel DocuSign will save you time and effort and what you can expect as we begin to use this service.
Financial Planning Competency Handbook, Second Edition
Certified Financial Planner Board of Standards, Inc. announced that it has completely revised and updated it’s popular reference guide for financial planning students and practitioners. Elissa and Dave contributed 30 chapters to the original Handbook as members of a select team of practitioners and academics invited to write this comprehensive guide to financial planning. In the fully updated second edition, Elissa and Dave collectively contributed over 20 chapters on topics including Economic Concepts, Investment Strategies, Estate Tax Compliance and Tax Calculation, Gifting Strategies, Retirement Income and Distribution Services and more. Read on to learn more about the revisions and the thoughts from the book’s editor, Dr. Charles Chaffin.
Where in the World is the Live Big® Glass?
We continue to receive pictures of those using their Live Big glasses as part of our summer campaign to show off the Live Big glass in the United States and around the world. Today we share pictures of the glass in a Las Vegas suburb and in San Francisco’s Golden Gate Park. If you have a picture you’d like to share, feel free to send it to Lauren@YeBu.com who will ensure it will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!
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.