Blog - Happenings at Longview


April and May have shaped up to be busy months for Longview, particularly with our efforts to stay on top of cutting edge research and continuing education in financial planning and investments.

We are pleased to announce that Andrew has successfully completed the CFP® Examination and is progressing well toward obtaining the designation and becoming a fully certified planner. Congratulations Andrew!

Jeff recently attended the 2013 IMCA conference, focused on investments and investment research.  The conference was three days filled with intense education and discussion, with healthy debates from both academics and practitioners.  Jeff was successful in getting “brain burn” by the end of it, and feels the conference was a great contribution to his own continuing investment and economic research.

Jessica just returned from the NAPFA National conference, which covered a wide range of financial planning topics.  The conference was held in Vegas, but fortunately, the knowledge she gained didn’t have to stay there.  The planning team will be reviewing her takeaways and how best to incorporate them into our planning approach over the coming months.

Finally, we are pleased to announce that Jessica and her husband, Craig, are expecting a baby boy due on October 7th.  We are all very excited for them. Congratulations Jessica and Craig!

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