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PRODID:-//hacksw/handcal//NONSGML v1.0//EN
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DTSTART:20180109T000000Z
DTEND:20180109T023000Z
LOCATION:Phoenix Country Club
UID:1484820180109T000000ZTime to Get Active - 2018 Economic Update
DTSTAMP:20260420T042608Z
DESCRIPTION:\nGEORGE RUSSELL, CFA, Franklin Templeton Investments\n Institutional Portfolio Manager\n George Russell joined the Franklin Equity Group as an institutional portfolio manager in 2010. As a member of the U.S. Growth Equity Team, Mr. Russell's\n primary responsibility is to represent the team and communicate the investment philosophy, process and current strategy to domestic and international clients,\n as well as external gatekeepers and decision makers.\n Mr. Russell has over twenty years of investment experience. He spent eleven years at McMorgan and Company where he served as an equity portfolio\n manager and co-director of the equity group. More recently he worked at American Century Investments as a client portfolio manager covering quantitative\n equity and asset allocation strategies.\n Mr. Russell earned his B.S. in Business Administration from the University of Arizona and his M.B.A. from the Fuqua School of Business at Duke University.\n He holds the Chartered Financial Analyst (CFA) charterholder designation.\n   \nWilliam (“Bill”) Mitchell, CFA®, Western Asset Management​ \nClient Service Executive. \nYears of experience: 34 years of investment industry experience. \nCareer progression: Bill joined a predecessor organization in 2000. Prior to that, he worked as a Separate Account Specialist for Wachovia Securities, and he began his career in the financial services industry trading government and mortgage-backed securities. \nEducation: Bill received his bachelor’s degree from the University of Colorado. \nAt a glance: \n34 years of investment industry experience \nJoined a predecessor organization in 2000 \nWachovia Securities – Separate Account Specialist \nChartered Financial Analyst \nBachelor’s degree from the University of Colorado \nClient Service Executive  Jeffrey Layn, CIMA, CIMC, ClearBridge Investments​\n Director and Senior Investment Specialist.\n Years of experience: 24 years of investment industry experience.\n Career progression: Jeffrey joined Legg Mason in 2008, and served as a Sales Director. Prior to that, he was the Senior Vice President at Putnam Investments, Regional Vice President at AIM Investments, and a Wholesaler at Franklin Templeton Investments. He was also a Financial Consultant at the California Federal Bank/Invest Financial. He holds CIMA and CIMC designations.\n Education: Jeffrey received his MBA from Texas Tech University, and his BA in Psychology from the California State University at Long Beach.\n At a glance:\n 24 years of investment industry experience\n Joined Legg Mason in 2008\n Legg Mason – Sales Director\n Putnam Investments – Senior Vice President\n AIM Investments – Regional Vice President\n Franklin Templeton Investments – Wholesaler\n California Federal Bank/Invest Financial – Financial Consultant\n Certified Investment Management Analyst, Certified Investment Management Consultant\n MBA from Texas Tech University\n BA in Psychology from California State University at Long Beach\n Director, Senior Investment Specialist \n\n  \n
SUMMARY:Time to Get Active - 2018 Economic Update - Central Arizona Estate Planning Council 
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DESCRIPTION:Reminder
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