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
To view the slides that were utilized in the forum presentation, click the link below.
Disclaimer: One of our most important responsibilities to client and prospective clients is to communicate in an open and direct manner. Some of our comments in this presentation are based on current management expectations and are considered “forward-looking statements”. Actual future results, however may prove to be different from our expectations. We cannot promise future results. Any performance expectations presented here should not be taken as any 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 JIC. Certain information provided herein is based on third-party sources. Although believed to be accurate, the information provided from third-party sources has not been independently verified. JIC assumes no liability for errors and omissions in the information contained herein.