Winner of the Schwab IMPACT Trailblazer AwardTM 2015
Yeske Buie is excited to announce that we have been selected as the 2015 winner of the prestigious Schwab IMPACT Trailblazer AwardTM. The Trailblazer Award honors a firm for its dedication to helping the industry as a whole reach new heights through focused initiatives and the passionate commitment to service excellence. The entire Yeske Buie team was in attendance for the award ceremony in Boston last week, as we believe it is the efforts of the team as a whole that earned us the recognition. We hope you enjoy the following video highlighting our team and read on to learn more about the initiatives that distinguish us as Trailblazers.
Give Big: No Strings Attached
Several members of our Financial Planning team in San Francisco recently participated in Financial Planning Day, an event that allows the public to meet one-on-one with dozens of highly qualified CFP® professionals to receive free, no strings-attached financial advice. This year, the event drew an incredible 340 attendees who were assisted by 44 CFP® volunteers. Our very own Jennifer Hicks has attended five Financial Planning Day events in San Francisco and served as the chairwoman of this year’s event. Read on to see why Jen feels Financial Planning Day is so important and for impactful stories from our other volunteers.
Tis the Season: Yeske Buie Sponsors Cappella SF Holiday CD
As we like to say every April, “It will be time to start planning your Thanksgiving Dinner before you know it.” In what seems like the blink of an eye, the holidays are upon us and tis the season for delicious meals, time with family and friends, and holiday tunes. Elissa and Dave have become involved with Cappella SF, an exceptional a cappella group founded and directed by Ragnar Bohlin, Emmy award winning director of the San Francisco Symphony Chorus. We recognize that by no means does everyone celebrate the Christmas Holiday. But with admiration for their talent, Yeske Buie has sponsored Cappella SF’s first CD, “Light of Gold: Cappella SF Christmas”, which features both traditional and exclusive Christmas music, and we would like to offer a copy of this CD to anyone interested. If you would like a copy, please email Lauren@YeBu.com and she will promptly ship a CD to your home. This link to a sample of Light of Gold will give you a taste of what this CD has in store for you. Happy Holidays!
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.