Category: News

Congratulations to Andrew Gipner for Completion of the ACCREDITED ESTATE PLANNER® Designation

Andrew Gipner has obtained the ACCREDITED ESTATE PLANNER ® designation. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

The Accredited Estate Planner® (AEP®) designation is a graduate-level, multi-disciplinary specialization in estate planning,obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to actively practicing attorneys (JD) and Certified Public Accountants (CPA); or those currently designated as a Chartered Life Underwriter® (CLU®); Chartered Financial Consultant® (ChFC®); Certified Financial Planner (CFP®); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA®); Chartered Advisor in Philanthropy® (CAP®); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Financial Advisor (CTFA).

The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils (including the Financial & Estate Planning Council of Huntsville in which both Andrew Gipner and Jessica Smith are members) focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.

Andrew’s completion of the designation also brings the advancement of knowledge to the rest of the team as a whole while contributing to one of Longview’s Core Values of teamwork and collaboration for the betterment of the firm and our clients.

2019 HudsonAlpha Tie the Ribbons Event

Jessica, Chad, Lauren, Jonathan, and Debbie attended the 2019 Tie the Ribbons event held at the VBC North Hall. The annual event was informational and moving, as always.

HudsonAlpha Institute for Biotechnology‘s breast and ovarian cancer research team of scientists are “committed to the goal of using genomic science and HudsonAlpha’s state-of-the-art technology to find new breakthroughs in breast and ovarian cancers.”

To learn more about the event, visit https://hudsonalpha.org/foundation/tie-the-ribbons-event/

2019 Empty Stocking Gala

Longview team member Jonathan Jones and his wife, Alex, had the privilege of attending this year’s Empty Stocking Gala. The Empty Stocking Gala is a Christmas charity event held at the Anniston Meeting Center in Anniston, AL each year. This year’s event marked the Gala’s 30th anniversary. Jonathan was a lifelong resident of the Anniston and Oxford area before relocating to Huntsville to join the Longview team in August 2019, and he knows firsthand the impact this event has on the community.

The Empty Stocking Gala began in 1989. Thirty years later, the event continues to be successful in making a difference in local communities during the holiday season. The event raises money to provide Christmas gifts to all children in DHR custody in the Calhoun and Cleburne County area. Additionally, it provides for gifts to indigent patients in local nursing homes. To learn more, visit the Gala’s website at https://www.emptystocking.net/.

HudsonAlpha Alumni Association Fall 2019 Event

For the 2019-2020 season, Longview has served as the sole sponsor for the HudsonAlpha Institute for Biotechnology Alumni Association. Alumni members were treated to another great presentation from the always fun and interesting Neil Lamb, PhD. The Fall event was held at the Paul Propst Center on campus, and it was the first presentation from the brand new 2019-2020 guidebook.

To learn more about the Alumni Association, visit https://hudsonalpha.org/foundation/alumni-association/.

You can also follow Dr. Lamb on his Shareable Science blog at https://hudsonalpha.org/shareable-science/.

Neil Lamb, PhD presenting.

Record Donations During Longview’s Huntsville Open House

We held our annual Open House event at our Huntsville office on Tuesday, October 22nd. Once again, we partnered with the Food Bank of North Alabama to collect non-perishable items.

Thank you, thank you, thank you to all of you who came out and donated! We collected 357 lbs., a record amount of goods. We truly appreciate your willingness to give. Thank you for spending some time with us!

Sweet Home Chicago

JJ is headed to the Windy City of Chicago, IL, for the 2019 NAPFA Fall National Conference.

With over 70 hours of continuing education from which to choose, the Chicago conference will host over 300 people during the course of the week. This year’s keynote speakers include:

  • Sebastian Terry, founder and author of 100 Things
  • Traci Brown, former member of the US Cycling Team and the author of How to Detect Lies, Fraud and Identity Theft
  • Ryan Jenkins, author and generational expert – “How to Attract, Lead and Engage Millennials and Generation Z”
  • Lloyd Shefsky, founder and co-director of the center for Family Enterprises – “Client and Self Gratification: Learn to Envision the Future”
  • Weston Wellington, vice president, Dimensional Find Advisors

“Members of the National Association of Personal Financial Advisors (NAPFA) who have met all necessary requirements of membership have earned the right to call themselves NAPFA-Registered Financial Advisors. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical financial advisors. It’s all about putting you, the consumer, first. NAPFA-Registered Financial Advisors are fiduciaries – at all times – for their clients.

NAPFA insists that every NAPFA-Registered Financial Advisor meet the highest competency standards. All NAPFA-Registered Financial Advisors must:

  • Meet stiff credentialing and educational requirements
  • Be primarily engaged as holistic financial advisors (rather than merely investment or tax advisors)
  • Meet the most rigorous continuing education requirements in the industry
  • Submit to outside professional review, to ensure that they do not have the conflicts of interest that commissions bring.”

NAPFA-Registered Financial Advisors are required to submit 60 hours of continuing education every two year. That’s twice the requirement of the 30 hours required by the CFP Board to serve as a CERTIFIED FINANCIA PLANNER™ Professional.

NAPFA’s two annual national conferences, along with their regional symposia, offer advisors opportunities to expand their knowledge, network with peers, and share stories and ideas about how to serve you better. Read more about what’s different about a NAPFA-Registered Financial Advisor at NAPFA.org.

Community Foundation of Greater Huntsville’s 2019 Summit on Philanthropy

Longview team members, JJ, Jessica, and Andrew recently attended the Community Foundation of Greater Huntsville’s Summit on Philanthropy. The Summit is “an annual celebration of our community’s generosity because we believe that together we can accomplish more than any one person, one company, or one organization can accomplish on their own.” The gala-style event, celebrating its 10th year, was held on Tuesday, September 10th at the Westin Huntsville in Bridge Street Town Centre.

Longview has long been a supporter of the Foundation’s work in our communities, and we are proud to continue our sponsorship of the Summit. Jessica Hovis Smith and Jeff Jones are both members of the Community Foundation’s Philanthropic Advisors Network. Please contact us if you are interested in learning more about The Community Foundation or would like to talk about your desires to become involved or create your own giving plan. You can also learn more by visiting the Community Foundation’s Web site at communityfoundationhsv.org.

Jeff Jones, Jessica Hovis Smith, & Andrew Gipner

ELM Foundation’s Little Miracle’s Luncheon

Longview team members attended the ELM Foundation’s Little Miracles Luncheon on Thursday, September 5th, 2019 at the Jackson Center. They keynote speaker was Captain Mike Rose. From their website:

Huntsville resident, Capt. Mike Rose, served as a Special Forces Medic with the Army’s 5th Special Forces Group during the Vietnam War. He was awarded the Medal of Honor for his acts of bravery and selflessness as he risked his own life to save the lives of others while facing a well-armed and numerically superior hostile force deep in enemy territory. Captain Rose faced enemy fire numerous times to tend to the wounds of his comrades, estimated to be half of the company’s personnel. His actions serve as an example of grit, perseverance, and selfless service–values central to the work of the ELM Foundation.

ELM stands for Expect Little Miracles. The Foundation is a 501(c)(3) organization based in Huntsville, Alabama. They have awarded over $1,000,000 to over 300 participants since being founded in 2012. They “work with individuals and families who are doing the best they can and who need a ‘little miracle’ to help them achieve success. We work with the participant to establish long term goals using strengths, resources, and assets to fill gaps between problems and solutions.” To learn more about the ELM Foundation, visit them online at expectlittlemiracleshsv.org. While there, you can read about success stories, learn about their mission, find ways to give, and learn more about their grant process.

Lauren, Jonathan, Chad, Wes, Jessica & Andrew

2019 American Cancer Society’s Belles & Beaus Ball

Longview was proud to sponsor the American Cancer Society’s Belles & Beaus Ball on August 24, 2019. It is “a one-of-a-kind evening featuring great food, dancing, spectacular auction, and much more.” The evening included a ceremony recognizing honorees, including cancer survivors and champions for the fight against cancer. Both silent and live auctions contributed towards raising funds for the event’s goal of $25,000.

Several Longview team members and spouses were on hand to enjoy and contribute to the evening’s events.

Longview team members Jonathan Jones, Jessica Hovis Smith, Jeff Jones, & Andrew Gipner
Jessica & Craig Smith
Jamie & Jeff Jones
Kristin & Andrew Gipner
Alex & Jonathan Jones
Look at that smile!
JJ & Jessica
Andrew & JJ

Longview Welcomes Jonathan Jones

We are happy to introduce Jonathan Jones as the newest member of the Longview team. He is joining Longview’s Financial Planning Team as an Support Advisor. Jonathan graduated from Jacksonville State University, where he studied business finance.

Out of the office, Jonathan enjoys spending most of his time with his wife, Alex. Together they enjoy traveling, attending professional sporting events, trying new foods, and being involved with their church. In his free time, Jonathan enjoys playing golf, working out, and umpiring youth league baseball games.

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