Be Our Guest - Financial Planning Association - National Capital

Be Our Guest
What Past Participants Have Said!
There were many things that made it a valuable experience for me. But most of all was the openness and candor to discuss anything relating to
the operation of their practice and their relationships with their clients. I also very much appreciate the thought and organization that went into
the guest experience, as well as the take away materials. T.W.
I found the session one of the best meetings I have attended in a longtime. What made it so great was these guys are real people with the same
issues we have on a day to day basis. The best part is they were open and honest on how they are dealing with everything. I learned a lot about
growing my business. J.H.
I was pleasantly surprised at the scope of information that was shared. As well as access to all facets of their business model, personal insights
and employee access. R.A
Visit a top planner’s office to learn from their success.
When you read the financial planning publications, there are certain individuals who are consistently interviewed. They are also the same
planners speaking at national conferences and being quoted in consumer magazines and newspapers. They are passionate about our
profession, committed to its growth and supportive of their peers.
Some of these planners have volunteered to open their offices to other planners for a day as part of a fund raising initiative to benefit the
Foundation for Financial Planning. The Be Our Guest program is an extraordinary opportunity to learn how leading financial planners are
succeeding in these challenging times. The cost to attend is a $1,000 contribution to the Foundation for Financial Planning.
2011/2012 Schedule
Virtual Event**
October 19, 2011 – Elissa Buie, CFP® / Dr. David Yeske CFP®, Vienna, VA / San Francisco, CA
Yeske Buie has offices on each coast. They work with clients who are life explorers, helping them harness their material and human
resources to pursue their Live Big® lives. Because of offices on both coasts, Yeske Buie has leading edge technology tying the offices
together. They have instituted formal policies and procedures to enable two geographically diverse offices to function as one company in
an effective and efficient manner. Technology is also used to streamline client work. Each client has an Internet Private Page that is a
portal for all financial planning and investment work with the client. The firm is fee-only and has 7 employees. The website is
www.YeBu.com.
**Maximize your contribution! Participate at your own location with no travel costs. It will be a full day of learning how Yeske Buie does
things. As many people from your firm as you wish may participate in this virtual Be Our Guest event for your $1,000 donation.
Live Events
October 17, 2011 – Ross Levin, CFP®, Edina, MN
Accredited Investors, Inc. (AII) is nationally acclaimed for its delivery of comprehensive financial planning. They believe that the purpose
of financial planning is to improve the quality of your life. At Accredited Investors, Inc., client's work with a team of trained professionals
whose goals are to help them define and reach their objectives. While they believe that the most important aspect of financial planning is
gaining a complete understanding of the client's objectives, motivations, and concerns, they integrate the emotional with the technical.
Located in Edina, Minnesota, AII is a fee-only practice with 32 employees. Ross’s newest title, Implementing the Wealth Management
Index, comes out in September. The website is www.accreditedinvestors.com.
January 20, 2012 – Cheryl Holland, CFP®- Columbia, SC
Cheryl has been in financial planning for over 20 years and is a winner of a Schwab Impact Award. The Abacus Planning Group, Inc. is a
fee-only comprehensive wealth management firm providing advice primarily to closely held business owners, professionals and widows
focused on creation and preservation of wealth. They have $525,000,000 assets under management. The firm has 13 employees who
handle 155 clients. The website is www.abacusplanninggroup.com.

Be Our Guest Registration
Please send your $1,000 contribution to the Foundation for Financial Planning, specifying the
session(s) you want to attend. Reservations are first come, first serve and are non-refundable. Lunch
will be provided for the live events.
Yes, I want to make an investment in myself. Please register me for the following Be Our Guest
session:
(Check all sessions that you wish to attend)
__ October 17, 2011 – Ross Levin, CFP®, Edina, MN
__ October 19, 2011 – Elissa Buie, CFP® / Dr. Dave Yeske, CFP®, Vienna VA /
San Francisco, CA (Virtual Event)
__ January 20, 2012 – Cheryl Holland, CFP®, Columbia, SC
Enclosed is my contribution for $1,000 per session. All reservations are first come, first serve and
contributions are non-refundable.
Amount enclosed: $
Please charge my contribution of $__________ to my credit card.
□ MasterCard □ VISA □ Amex
Card Number
Expires
Donor Signature Date
(Please print)
Name
Company Name
Address
City/State/Zip
Telephone Email
RETURN TO:
Foundation for Financial Planning
2191 Northlake Parkway, Suite G
Tucker, GA 30084
Telephone: 770.938-1110 ● Fax: 678.623.3450
Email: mail@foundation-finplan.org