Friday, October 16, 2020

Special Edition - 2020 Virtual Forum

On Thursday, October 15th, Johnson Investment Counsel hosted our first-ever Virtual Wealth Management Forum. Our panel of speakers shared economic and market updates, a discussion on wealth and estate planning, as well as a brief review of the upcoming election and its potential impact on the markets.

Our speakers:

  • Jason Jackman, CFA, President and Chief Investment Officer  - Welcome and Firm Update
  • Brandon Zureick, CFA, Director and Portfolio Manager - Economic and Market Overview
  • Charles Rinehart, CFA, CAIA, Managing Director - Economic and Market Overview
  • Mary Burns, Esq., Vice President of Estate Planning and Trust Counsel - Estate Planning
  • Anthony Kure, CFP®, Director of Northeastern Ohio Market and Senior Portfolio Manager - Wealth Planning

To view the slides from the 2020 Virtual Wealth Management Forum, please click the button below.

Recording - 2020 Virtual Wealth Management Forum