September 22, 2009 - Dinner Meeting
September 18, 2009
This months meeting will take place on Tuesday, September 22nd at the offices of Carr, Riggs, & Ingram in Destin. Our speaker is a representative from the National Association Estate Planning Council. All information is included in the invitation below. We hope to see you all there!
To view the invitation, CLICK HERE (pdf)
July 28, 2009 - Dinner Meeting
July 22, 2009
SPEAKER: EDWIN L. (LANNY) CRANE, CPA and L. JERRY MITCHELL, CPA/PFS/AIF®
TOPIC: The processes which fiduciaries should adopt and follow in conducting their investment functions, how markets really work, the emotional aspects of investing and the academic approach to portfolio management.
DATE: Tuesday, July 28, 2009
TIME: 5:30 PM – 7:45 PM
LOCATION: Carr, Riggs & Ingram, LLC, Conference Room, 4460 Legendary Drive, Suite 100, Destin, FL 32541
EDWIN L. (LANNY) CRANE, CPA
Education
Mr. Crane received a Bachelor’s Degree in Business Administration with an emphasis in Accounting in 1959 at Auburn University in Auburn, Alabama and attended the Graduate School of Commerce at The University of Alabama in Tuscaloosa, Alabama from 1959 to 1960.
Business Background
Mr. Crane is a founding officer of Jackson Thornton Asset Management, LLC (JTAM), which was establish in March 1999. In March 1999, Mr. Crane passed the NASD Series 7 and Series 65 examinations to become an investment advisor representative. Mr. Crane currently is Vice President of JTAM. He was the President of the CPA firm of Jackson Thornton & Co., P.C. until 1998. He has been with Jackson Thornton & Co. since 1960. His credentials include Certified Public Accountant licensed by Alabama, a member of the American Institute of Certified Public Accountants and the Alabama Society of CPAs.
L. JERRY MITCHELL, CPA/PFS/AIF®
Education
Mr. Mitchell received a Bachelor’s Degree in Business Administration with an emphasis in Accounting in 1973 at Auburn University in Auburn, Alabama.
Business Background
Mr. Mitchell joined Jackson Thornton Asset Management, LLC (JTAM) in May 2006. He passed the NASD Series 65 examination in June 2006. Mr. Mitchell is currently the Vice President and Chief Compliance Officer of Jackson Thornton Asset Management, LLC. He is a Principal at the CPA firm of Jackson Thornton & Co., P.C. He has been with Jackson Thornton & Co. since 1974. His credentials include Certified Public Accountant in Alabama, Tennessee and Louisiana, a member of the American Institute of Certified Public Accountants, the Alabama Society of CPAs, the Louisiana Society of CPAs, and the Tennessee SBA.
SOCIAL & MEAL:
From 5:30 PM to 6:15 PM: everyone is encouraged to socialize and visit with each other. Please make an effort to greet guests and newcomers. Limited alcoholic beverages will be available. At 6:15 PM dinner will be served.
The menu for this meeting includes salad, spinach stuffed chicken breast, shrimp kabobs, smashed new potatoes, garlic green beans with cheese cake brownies for dessert. If you require special accommodations regarding food or anything else, please inform the EPCEC well in advance.
RESERVATION POLICY:
Meeting cost is included for members when membership is paid in advance. Please contact Shayla Simmons at 850-337-3567 or ssimmons@cricpa.com to pay for your membership and/or click here to become a member. Meeting cost is $50 for guests due in advance or at the time of the meeting.
THE ESTATE PLANNING COUNCIL OF THE EMERALD COAST, INC.
PO Box 784, Destin, FL 32540
E-mail: info@epcec.org
Website: http://www.epcec.org
TO RESERVE contact Luke Smith by Tuesday 7/21/09 to reserve your space:
Phone: (850) 897-6312
Fax: (850) 897-6362
E-mail: lsmith@cricpa.com