2014

Elissa Buie is the new Chair of the Foundation for Financial Planning

VIENNA, Va., Jan. 29, 2013 /PRNewswire/ -- Elissa Buie, CFP® of Yeske Buie is the 2013 Chair of the Foundation for Financial Planning, the financial planning profession's foundation.

"We are about helping people in need take control of their financial lives through pro bono advice and financial skills education," said Buie.

The Foundation makes grants to organizations that create access to financial planning for those who would not otherwise have such access. In addition to reaching the broader underrepresented market, the Foundation puts particular emphasis on providing outreach to military personnel and their families, and to high schools and youth organizations. Typically the programs utilize financial planning practitioners who aim to provide unbiased advice to provide financial life skills education or financial planning advice in a time of crisis/disaster. 

We were invited to make a presentation on financial planning to wounded soldiers at the Walter Reed Army Medical Center. A volunteer financial planner, who is also a graduate of the Naval Academy made a presentation, prepared through a grant from the Foundation for Financial Planning, to a group of wounded soldiers–several young married couples, a soldier who lost a leg and the husband of a soldier who lost both her legs. The session focused on goal setting, spending plans, savings plans, insurance, and other financial planning topics. The attendees were very pleased to learn this information and appreciated the fact that they were not being sold products or services.

-Director of the National Financial Planning Support Center

The Foundation is a 501(c)(3) non-profit charitable foundation with headquarters in Georgia. The endowment created by the Board of Trustees includes over $14 million in investments, $2.5 million in unconditional promises to give, with 51 major corporate donors, and just under 15,000 individual donors. Governed by a volunteer board of financial planning and industry leaders, the Foundation has awarded 174 grants totaling more than $4.8 million to qualified organizations in the U.S. The efforts of over 7,600 financial planner volunteers have provided nearly $18,000,000 (estimated value) in contributed services. Organizations that have been part of this mission include the American Red Cross (Southern Arizona), Girls, Inc., Operation HomeFront, and the Kentucky Domestic Violence Association.

Visit the Foundation's website (http://www.foundation-finplan.org) and click on the "Donate Now" button for information on how you can contribute to making a difference in the financial lives of others.

About Elissa Buie
Elissa has been practicing financial planning for nearly three decades and she has been profoundly involved in the development of the financial planning profession. Elissa is the CEO of Yeske Buie, a Dean of the Financial Planning Association's (FPA®) Residency Program, an adjunct professor at Golden Gate University's financial planning program, and previously served as Chair of FPA®. She has been quoted in The Washington Post, Time, and Business Week, and has made appearances on The Today Show, NBC News, and CNBC. Learn more at www.YeBu.com.  

Contact:
Jennifer Micieli
jennifer@yebu.com

 

SOURCE Yeske Buie



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