TheLiveBigWay® Digest: Warm Welcomes

TheLiveBigWay® Digest: Warm Welcomes

August Tips and To-Dos

While August and the summer months have seemingly flown by, there’s still plenty of time left to take advantage of slower summer days and knock off a few of your financial to-dos. Here are a few timely topics you might want to focus on…

Back-to-School Season

As schools from Kindergarten through College begin their fall terms, now is as good a time as any to highlight the importance of preparing for college.

Prepare, Respond, Recover

Once again, we watch in angst as Clients, family, and strangers battle destructive natural disasters. Here’s a reminder to perfect your emergency plan.

How Do You Live Big?

Have any Live Big plans for the rest of the summer? For Labor Day weekend? Show us how you’ve been living big by taking a photo with your Live Big glass!

We Are Pleased to Welcome You Back

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The Yeske Buie team is looking forward to serving you from our physical offices again – we are all fully vaccinated and we’ll be welcoming fully vaccinated visitors to the office starting in September! We have been and will continue to use the best available science to guide our practices, and we’ve implemented a few new protocols to maintain a safe space for you and our team. Here’s how we look forward to welcoming you back.

Meet the Team: Sydney Woodward

As we said in this space last time, we’ve welcomed new faces and new energy to our growing team, and we’re excited to make virtual introductions to help you learn more about how these team members are working to serve YOU. Today we’ll get to know more about Sydney Woodward, Assistant Financial Planner in our San Francisco office, by diving into her goals, interests, and passion for serving Clients.

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Save the Date for Our Live Webinar

Q3... Q4 2

We hope you’ll save the date for our live presentation on Tuesday, September 28. As we look to transition from the third to the final fiscal quarter of 2021, we’ll share a review of the markets and the economy, discuss new and pending legislation, and talk about potential year-end planning and investment strategies. Register here and let us know what topics or questions you’d like us to discuss.

The Hope Chronicles

For today’s additions to The Hope Chronicles, we draw inspiration from the back-to-school season and share three pieces that inspire us to Give Big, Live Big, and Eat Big.

One Person Can Make a Difference

Kind, deep, inspiring, and compassionate, 10-year-old Orion Jean’s mission to share the gift of reading by organizing a donation of 500,000 books by the end of August is the epitome of Give Big. 

Celebrating A Special Teacher

First grade teacher Mrs. Smith pushed herself to grow from janitor to teacher and persevered through a number of obstacles along the way. She is a true inspiration to never give up on Live Big dreams.

Back-to-School Snack Recipes

One of our unofficial core values is to Eat Big – we believe that sharing a meal with someone is a meaningful way to build a connection. Here’s a few healthy snack recipes to Eat Big this back-to-school season.