Our Perspective on Industry News and Trends

Have you ever wondered if your Retirement Plan could do more for you? It’s not uncommon for high-earning professionals to hit the $23,000 annual contribution limit and still seek avenues to elevate their retirement savings, especially ones that can maximize tax-free growth.

Current and former P&G employees can learn more about their Profit Sharing Trust (PST) distribution options during this informative webinar. Former P&G Finance/Brand Management employee, Mike Stanis, CFA, CFP®, MBA, is a 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.

Johnson Investment Counsel recorded our 2024 Wealth Management Forum on February 7. CEO Jason Jackman provided a brief firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick provided a detailed economic and market analysis. We also welcomed special guest Andy Laperriere, Head of U.S. Policy Research for Piper Sandler in Washington, DC. He and Jason Jackman discussed the market implications of policy and political developments.

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. 

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.

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.