TheLiveBigWay Digest – Preparing for Prime Time

TheLiveBigWay Digest – Preparing for Prime Time

Natovitz-Gplus-Photo-ProfileSS YA Natovitz The Final Life Chapter: The Natovitz Group

The Natovitz Group, a leading insurance advisory firm in the DC area, recently hosted a one-day workshop for financial planners titled “The Final Life Chapter: The Vital Role Advisors Play as Clients & Their Families Plan for Extended Care.” Two of our Associate Financial Planners, Sabina and Yusuf, joined a group of local professionals for a day of learning. The workshop covered a variety of topics including open communication between generations, estate planning tools, retirement living choices, long-term care insurance, and more. Learn more about the workshops and some of the ideas and solutions that Yeske Buie will look to incorporate in our work with clients moving forward.

Meet the Team: Jen Hicks

Jennifer Hicks is a member of Yeske Buie’s financial planning team working in our San Francisco office. In her day-to-day work, Jen serves Yeske Buie’s clients in all key areas of financial planning, including plan preparation, annual updates, portfolio review & rebalancing, and ad hoc analyses as client needs dictate. Jen recently returned from a two week trip to Southeast Asia. Her adventure took her to cities in Vietnam, Cambodia, Thailand, and Korea and she spent anywhere from eight hours to five days in one place. Read more about the Asian delicacies Jen tried and how she quickly learned the dangers of motorbikes in Vietnam!

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Yeske Buie Open House: RSVP Today!

Join the Yeske Buie Team from both offices for our Open House in San Francisco on Thursday, October 30th from 4:30-6:30pm. This year’s features will be several of Elissa and Dave’s favorite wines, a professional tarot card reader and  palm reader, Yeske Buie souvenir wine glasses, and Halloween themed appetizers and desserts. Please RSVP for the event by emailing Cristin Etheredge at We look forward to seeing you there!

 Elissa & Dave: Top Financial Professionals in Northern Virginia Magazine

Sept NoVa MagFor the third year in a row, Elissa and Dave were recognized as Top Financial Professionals in Northern Virginia Magazine. In order to make the top financial professionals list, individuals must be nominated by their peers. When making nominations, peers are asked to keep the following question in mind; If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them? Congratulations to Elissa, Dave, and all our peers who were recognized on the list!