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.
Our speakers:
- Jason Jackman, CFA, President and Chief Investment Officer - Welcome and Firm Update
- Brandon Zureick, CFA, Director and Portfolio Manager - Economic and Market Overview
- Charles Rinehart, CFA, CAIA, Managing Director - Economic and Market Overview
- Mary Burns, Esq., Vice President of Estate Planning and Trust Counsel - Estate Planning
- Anthony Kure, CFP®, Director of Northeastern Ohio Market and Senior Portfolio Manager - Wealth Planning
To view the slides from the 2020 Virtual Wealth Management Forum, please click the button below.
Disclaimer: Johnson Investment Counsel does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. 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.