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
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
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.
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.”
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/.
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.
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!
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.
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.”
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.
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.
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.
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.
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.
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.