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
To view the slides that were utilized in the forum presentation, click the link below.
Disclaimer: Any expectations presented should not be taken as a guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this presentation was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise. The material contained herein is based upon proprietary information and is provided purely for reference and as such is confidential and intended solely for those to whom it was provided by Johnson Investment Counsel.