Welcome to this special edition of On the Right Side of the Market Podcast™ for Wednesday, December 13, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.
For the overwhelming majority of our clients, the issue of estate planning is critical. Whether it’s a simple will or a more complex trust, the wealth you’ve accumulated needs to be well-tended and well-managed, and at some point in the distant future needs to be distributed at the end of your life. The reality is that none of us will live forever; but what if in a meaningful way you could? What if your life’s work and the wealth you’ve accumulated could in a very real way provide support for the people and issues that matter most to you? It absolutely can, and the way that you can accomplish this is by working with an attorney and choosing to work with a corporate trustee.
We’re joined today by Anita Resch, Senior VP of Wealth with Johnson Financial Group in Green Bay. Anita, welcome to our podcast!
Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).
Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. Please consult your personal registered investment advisor representative for additional information, including historic performance for any of the strategies mentioned in this presentation and a copy of our current Form ADV.
