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Financial Planning Insights

Johnson Financial Group Financial Advisors Webinar: Understanding Estate Planning

4 minute read time

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Guest Speaker

Joe Maier| SVP Director of Wealth Strategy, Johnson Financial Group

Your estate represents all you have worked to achieve during your lifetime so it’s important to have a plan in place that tells your story and helps ensure your legacy lives on.

During this informative session, guest speaker, Joe Maier*, will cover the basics of Estate Planning to help you get started in your planning efforts.

View Webinar and Download Presentation

Click the Webinar button below to view the recording. Or click the Presentation button to download a copy of the presentation.

* Joe Maier is not affiliated with LPL Financial or Johnson Financial Group Financial Advisors

LPL Financial Form CRS

Johnson Bank (“Financial Institution”) may provide referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC)Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.