Enjoy Johnson Investment Counsel's 2023 Virtual Wealth Management Forum. CEO Jason Jackman provides a brief firm update, CIO Charles Rinehart and Director Brandon Zureick provide a detailed economic and market review, and a panel of speakers discuss key wealth and estate planning topics. The presentation was recorded on February 8, 2023. Following the presentation, we aired the video premiere of "A Look Back: The Story of Johnson Investment Counsel." In this 10-minute video, founder Tim Johnson shares the story of JIC’s beginnings. You will hear from JIC’s first employees, and Tim’s wife Janet—view that here.
- Jason Jackman, CFA - Welcome & Firm Update
- Charles Rinehart, CFA, CAIA - Economic & Market Outlook
- Brandon Zureick, CFA - Economic & Market Outlook
- Tony Kure, CFP® - Wealth & Estate Planning Discussion
- Mary Burns, Esq. - Wealth & Estate Planning Discussion
- Joe Radigan, CFP® - Wealth & Estate Planning Discussion
- Laura Mattern, CFA, CFP® - Wealth & Estate Planning Discussion