Presentations
2023 Virtual Wealth Management Forum Presentation
Johnson Investment Counsel hosted our 2023 Virtual Wealth Management Forum on February 8. CEO Jason Jackman provided a brief firm update, CIO Charles Rinehart and Director Brandon Zureick provided a detailed economic and market review, and a panel of speakers discussed key wealth and estate planning topics, including impacts of the recently passed Secure Act 2.0.
February 09, 2023
Presentations
Understand Your Options for Distributing the P&G PST
Current and former P&G employees can learn more about their Profit Sharing Trust (PST) distribution options during this informative webinar. Mike Stanis, CFA, CFP®, is a Senior Portfolio Manager and the Procter and Gamble (P&G) Retirement Plans Director at JIC. He spent 17+ years with P&G and will share what he learned about transitioning from P&G.
March 07, 2022
Presentations
2022 Virtual Wealth Management Forum Presentation
Johnson Investment Counsel hosted our 2022 Virtual Wealth Management Forum on Thursday, February 3 at 4 pm. President Jason Jackman shared highlights from 2021, JTC President Michael Barnes provided a Trust Company update, and a panel of JIC professionals discussed the markets, inflation, economy, taxes, estate planning, and more.
February 04, 2022
Presentations
Explore P&G Profit Sharing Trust Options
Current and former P&G employees can learn more about their Profit Sharing Trust (PST) distribution options during this informative webinar. Mike Stanis, CFA, CFP®, is a Senior Portfolio Manager and the Procter and Gamble (P&G) Retirement Plans Director at JIC. He spent 17+ years with P&G and will share what he learned about transitioning from P&G so that you can make the best decisions for your family.
October 06, 2021
Presentations
Learn More About the Johnson Equity Income Fund
Learn more about the award-winning Johnson Equity Income Fund in this recorded presentation. Senior Managing Director Jarett Levitsky, CFP®, joined Charles Rinehart, CFA, CAIA, Director and Portfolio Manager for the Equity Income Fund for a webinar on July 27,2021. They discussed key topics related to the fund.
July 29, 2021
Presentations
Biden’s First 100 Days: Tax, Wealth & Estate Planning Update
As we look back on the first 100 days of President Biden's administration, there have been many proposed changes to tax rates (both individual and business), estate planning considerations, and more. While the effective date for these changes remains unknown, being prepared is the best approach.
April 14, 2021
Presentations
2021 Virtual Wealth Management Forum Presentation
On Thursday, February 4th, Johnson Investment Counsel hosted our Virtual Wealth Management Forum. President Jason Jackman shared highlights from 2020 and other JIC professionals shared economic and market updates, as well as a discussion on taxes and estate planning.
February 05, 2021
Presentations
P&G Profit Sharing Trust Zoom Workshops
Current and former P&G employees can learn more about their Profit Sharing Trust (PST) distribution options during this virtual workshop. Mike Stanis, CFA, CFP®, is a Senior Portfolio Manager and the Procter and Gamble (P&G) Retirement Plans Director at JIC. He spent 17+ years with P&G and will share what he learned about transitioning from P&G so that you can make the best decisions for your family.
November 09, 2020
Presentations
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. Here, you can view the recorded presentation and accompanying slides.
October 16, 2020