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See all posted content.
Updates
Timely updates and announcements on the economy, markets, and JIC news.
Blog
Practical advice on a wide variety of wealth management topics.
Research Edge Video
An inside look into the world of investing from our in-house Research Team.
Johnson Insight
JIC newsletters containing market updates and JIC employee news, also white papers on key wealth management topics.
Presentations
Workshops, webinars, and Wealth Management Forums.

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.
 

Presentations

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 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.

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. 

Presentations

P&G Profit Sharing Trust Zoom Workshops

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.  

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.

 

Presentations

2020 Wealth Management Forum

2020 Wealth Management Forum
Jason Jackman, President, and Chief Investment Officer is joined by a panel of colleagues to discuss our current views on the markets. An overview of the 2020 political landscape is provided by guest speaker, Andy Laperriere from Cornerstone Macro.

Presentations

2019 Wealth Management Forum

2019 Wealth Management Forum
Jason Jackman, President and Chief Investment Officer of Johnson Investment Consel is  joined by a panel of colleagues to discuss our current views on the markets, and an update on tax planning.

Presentations

2018 Wealth Management Forum

2018 Wealth Management Forum
Jason Jackman, President and Chief Investment Officer of Johnson Investment Counsel is joined by a panel of colleagues to discuss our current views on the markets, and an update on tax planning.