Virtual Be Our Guest Session – Yeske Buie with Yusuf Abugideiri, CFP®, Lauren Grove, CFP®

I.  Session Topic and Overview

Yeske Buie: Safe Spending Policies In Action

A Yeske Buie Client once said, “Wow, I’ve had so many advisors over the years tell me how to put money INTO my portfolio.  But I’ve never had one tell me how to take it out.”  Yeske Buie’s Safe Spending Policies, which are based on the Guyton-Klinger research (2004, 2006), are the lifeblood of our work with our spending Clients.  Their use kept Clients calmer during the Great Recession and continue to empower Clients to spend at a sustainable rate in their retirement.

Cost:  $500    Register here

Date and Time: Available Now

Location:  Virtual

Company Description

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Presenters:

Yusuf Abugideiri, CFP®, Financial Planner, learn more about Yusuf.
abugideiri_5999Yusuf Abugideiri, CFP® earned a B.S. in Finance from Virginia Tech’s CFP® Certification Education Track, a CFP® Board-Registered Program. He is currently pursuing an M.A. in Economics at George Mason University.
Yusuf is a member of the Financial Planning Association® (FPA®). He has served on the Financial Planning Day and Career Day committees through FPA’s National Capital Area chapter and is currently serving on the chapter’s board as the Director of PR, Media Relations and Communications. Yusuf is a member of FPA’s NexGen community and is a graduate of FPA’s Residency Program.  In 2016, Yusuf was named to InvestmentNews’ 40 Under 40 list, which recognizes members of the financial advisory industry who are under 40 years of age and have changed the industry for the better. He was also named to WealthManagement’s list of the top CFP®-holders under age 36.
Yusuf is co-chair of the Recent Alumni Board of the Pamplin College of Business at Virginia Tech; he visits campus frequently to speak in financial planning classes and to promote Virginia Tech to prospective students. In his free time, Yusuf enjoys watching sports and movies, working out, and spending time with friends and family.

Lauren Grove, CFP®, Financial Planner, learn more about Lauren.
grove_5948Lauren Grove, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP® Certification Education Track, a CFP Board-Registered program in December 2012. Lauren passed the CFP® exam in July 2014 and became a CFP® professional in February 2015.
Lauren co-founded the Financial Planning Association (FPA®) Student Chapter at Virginia Tech and was the first president of the organization. In the first year of its existence, the chapter grew to over 70 students, making it the largest student chapter in the country. She handed off leadership after the first year, but loved staying involved and helping the chapter advance. Lauren enjoys engaging with the next generation of financial planners; she served as the Co-Director of NexGen for the FPA of the National Capital Area and is now serving as the Director of Marketing Communications for the FPA of San Francisco. She is a graduate of FPA’s Residency Program.
In her free time, Lauren enjoys spending time with family and friends, horseback riding, playing sports, eating and learning how to cook delicious food, traveling and attending sporting events.

II.  Learning Objectives Participants Can Expect as a Result of the Presentation

This session will address the “what” (the policies), the “why” (recap of the research and Client success stories), and the “how” (implementation).

III.  Materials Provided

In illustrating the “how”, we will share the spreadsheet we use to set and track each Client’s Safe Spending Target each year, and all attendees will receive a working copy of that spreadsheet.

$250,000 Plus Donors