In the News
“Elissa Buie Receives the Alexandra Armstrong Lifetime Achievement Award”
This annual award is inspired by Alexandra Armstrong, chairman and founder of Armstrong, Fleming & Moore Inc., and celebrates pioneers in the field of financial planning. It recognizes women who have had long careers as advisers, a track record of leadership in the profession and/or at charitable organizations, and a demonstrated commitment to serve as a role model or mentor to other women. It also acknowledges women who have earned the admiration and respect of their peers.
The recipient of this year’s award will be chosen by InvestmentNews’ selection committee and honored at an awards luncheon scheduled for 2021 in New York City.
“How to Think…About College Planning in a Pandemic”
David C. Bowman CFP®, is a co-founder of College Aid Pro (collegeaidpro.com), founder of Outsourced Planning (outsourcedplanning.com), and CFP® In Residence of the What is Finology? Project. Through these endeavors, Bowman helps advisers across the country modernize their practices and deepen their client relationships.
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“Gayle launches Somatic Finance®”
Somatic Finance is a new way forward in personal finance. Evolving our personal relationship with money is an opportunity for courageous opening and deep transformation, because true wealth is so much more than money. True wealth is the embodied experience of inner sufficiency, of having and being enough. When we feel this sense of inner sufficiency, our joy and generosity flow naturally, not as a concept, but as a direct, visceral experience. We don’t ignore the practical matters of money — it is our modern world. We become money masters — which means your inner wisdom aligns impeccably with manifest actions.
Our mission is to teach embodied finance through classes, events, coaching, writing, videos, audio and practices, so that people everywhere, no matter their current financial situation or mindset, can enjoy whole-body wealth as a felt experience.
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“A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty, With Dave Yeske”
In this episode, we talk in-depth about how Dave applies his policy-based financial planning approach at Yeske Buie, the monthly reports they generate for retired clients to help them see whether they’re in their safe spending policy guidelines, the quarterly tax reports they create to coordinate with their clients’ outside accountants. The Money Quotient questionnaires they use on an annual basis to be certain that they’re covering all the bases with their clients, and how using a policy-based approach to financial planning can help reduce client stress during turbulent markets.
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“‘A priceless opportunity’: Winner of the first Visionary Leader Award for an individual”
The award recognizes professionals who have created exceptional initiatives that have made an impact on the field of wealth management. This year, the votes were focused on innovation in response to the coronavirus pandemic. Nearly 40 nominations were submitted and Hannah was selected by the committee.
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LOREM IPSUM DOLOR SIT AMET 2019 CONSECTETUR