Women & Wills: Estate Plan Decision Making

Register below to join us virtually Oct. 21, 2024 at 7:30 p.m. EST to learn from Joanne Johnson, current Davidson parent and Managing Director and Senior Wealth Advisor for the J.P. Morgan U.S. Private Bank, about the fundamentals of estate planning. We’ll discuss when you need to start thinking about your estate plans, vehicles for philanthropic giving and more. 

Joanne E. Johnson is a Managing Director and Senior Wealth Advisor for the J.P . Morgan U.S. Private Bank. Previously, she worked for J.P. Morgan as the Head of the U.S. Private Bank Wealth Advisory Group and the Trusts and Estates Group, the Head of the Law Firm Group, and Senior Wealth Advisor in the Northeast. Ms. Johnson specializes in developing strategies for holding, managing and transferring wealth tax efficiently and across generations for the firm’s ultra high net worth clients.

Ms. Johnson is a frequent lecturer and author on estate planning, estate administration and wealth management issues. She is a regularly quoted source to financial publications and a repeat guest on various news outlets. Ms. Johnson received her B.A. from Trinity College (Hartford, CT) and her J.D. from St. John's University School of Law. She resides in Bronxville with her husband. Joanne has twins: her daughter is a Class of 2028 Wildcat and her son is a Demon Deacon.

This event is sponsored by Women ACT and the Office of Gift Planning at Davidson College.

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