Johnson Investment Counsel, Inc.

2018 Wealth Management Forum

Tuesday, September 25, 2018

  • Moderator: Jason O. Jackman, CFA, President and Chief Investment Officer

2018 Economic & Market Discussion

  • Dale H. Coates, CFA, Vice President & Portfolio Manager
  • Chad R. Maggard, CFA, Portfolio Manager
  • Charles E. Rinehart, CFA, CAIA, Portfolio Manager
  • Brandon A. Zureick, CFA, Portfolio Manager and Strategist

2018 Tax Planning Discussion

  • Mary P. Burns, Esq., Trust Counsel
  • Jason M. Farler, CFA, Portfolio Manager
  • Scott Wyckoff, CFA, CFP®, Portfolio Manager

Disclaimer: One of our more important responsibilities to our clients is to communicate in an open and direct manner. Some of our comments and statements in the above documents and audio recordings are based on current management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. You can identify forward-looking statements by words such as “may,” “will,” “believe,” “attempt,” “seem,” “think,” “expect,” “ought,” “try,” and other similar terms. We cannot promise future results. Our opinions are a reflection of our best judgment at the time these documents and audio recordings were created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.