Enjoy Johnson Investment Counsel's 2022 Virtual Wealth Management Forum. President Jason Jackman provides a brief firm update, Johnson Trust Company President Michael Barnes shares highlights from JTC, and our panel of speakers presents an economic and market outlook as well as a discussion on wealth and estate planning topics. The forum was recorded on February 3, 2022.
- Jason Jackman, CFA - Welcome & Firm Update
- Charles Rinehart, CFA, CAIA - Economic & Market Outlook
- Brandon Zureick, CFA - Economic & Market Outlook
- Michael Barnes, Esq., CTFA - Johnson Trust Company Update
- Mary Burns, Esq. - Wealth & Estate Planning Discussion
- Laura Mattern, CFA, CFP® - Wealth & Estate Planning Discussion
- Scott Wyckoff, CFA, CFP® - Moderator