2025 Wealth Management Forum | Johnson Investment Counsel

How do you create a financial plan that supports the life you want to live? In this educational webinar hosted by Johnson Investment Counsel's Thrive Network, financial professionals Laura Mattern, Andrea Ernst, and Mary Burns discuss how to align your finances with your goals, build confidence through investing, and create an estate plan that protects the people and causes you care about. This discussion explores the three key pillars of financial planning: Protect, Build, and Enjoy, while covering investment strategies, retirement savings, estate planning essentials, and ways to simplify your financial life through automation and delegation. Questions answered in this video: • How do I create a financial plan based on my personal goals and values? • How can I stay invested during market volatility? • What estate planning documents should everyone have? • What is the difference between a will and a trust? • How can automation improve retirement savings and investing? • Why is it important to have a financial advisor, CPA, and estate planning attorney working together? Whether you're planning for retirement, building wealth, managing a growing family, or navigating major life transitions, this webinar offers practical guidance to help you make informed financial decisions with confidence. At Johnson Investment Counsel, we help individuals and families with wealth management, financial planning, investment management, retirement planning, trust services, and estate planning strategies. Learn more about Johnson Investment Counsel: https://www.johnsoninv.com #FinancialPlanning #WealthManagement #EstatePlanning #RetirementPlanning #Investing #WomenAndFinance #TrustPlanning #RetirementSavings #FinancialAdvisor #InvestmentManagement #PersonalFinance #JohnsonInvestmentCounsel #WealthBuilding #LongTermInvesting #FinancialWellness