OJM Group

Upcoming Webinars

More webinars coming soon!
Check back to register for next month's webinars. In the meantime, you might want to review some of the recorded webinars available for viewing right now.

DISCLOSURE - (c) 2011 OJM Group, LLC. ("OJM") is an SEC registered investment adviser with its principal place of business in the State of Ohio. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration or notice filing requirements. Any subsequent, direct communication by OJM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money. The information contained herein should not be construed as personalized tax or investment advice. There is no guarantee that the views and opinions expressed in this webinar will come to pass. Information presented herein is subject to change without notice. Some of the content for this webinar is developed by third parties and is provided for informational purposes only. While OJM Group deems such content to be reliable, OJM Group cannot guarantee its accuracy and disclaims any liability for reliance on any third party content.


Webinar Archive

Special Joint Webinar Session

Added April 18, 2012

OJM Group teamed up with Medical Justice to present the April webinar session.

Don't Let '13 Be Unlucky: Getting Ready for the 2013 Tax Law Changes
Presented by Carole Foos, CPA of OJM Group

Doctor Reviews: Welcome to the 21st Century
Presented by Dr. Jeffrey Segal, MD, JD, FACS of Medical Justice.

If you join us for this webinar, here are a few things that you will learn:

Getting Ready for the 2013 Tax Law Changes:
- Tax Changes on Investment Income
- Decreasing Deductions and Exemptions;
- Obama Budget Proposals;
- What do I do to Minimize Effect?

Doctor Reviews: Welcome to the 21st Century
- Are review sites helpful or harmful?
- Is good medicine popular?
- Can you sue for defamation?
- Proactive strategies.

Why Investors Make Terrible Decisions

Added February 18, 2012

There is much talk in the financial media about the market volatility that commenced in 2008. The markets experienced a very sharp downturn in 2008, and a remarkably quick recovery in the ensuing years. Investors were caught by surprise at the steep market decline in 2008, and some of them panicked, sold, and missed the market recovery. Human emotion tends to drive investors to make the wrong decisions at the wrong time.

Join us for a free webinar, where you will learn:

- Common Investor Mistakes
- Mental Roadblocks to Successful Investing
- Investment Strategies You can Implement to Avoid These Common Mistakes

This interactive webinar will be presented by OJM's Directors of Wealth Management Kim Renners, MBA, CPA (inactive) and Terry Allman, CPC, CRPC(R). OJM Group is a multi-disciplinary financial consulting firm serving more than 1,000 physician clients nationwide. Ms. Renners and Mr. Allman are co-authors of numerous articles on wealth management strategies for physicians and business owners and have conducted many seminars and webinars on these topics.

4th Quarter Tax Saving Tips

Added October 26, 2011

Are you looking for BIG opportunities to reduce your tax bill for 2012 and beyond? Here are a few Important things you will learn in our October webinar:

-Corporate Structure. Pros and cons of different business/practice structures and strategies that can shield assets and reduce taxes for 2011.

-Qualified, Non-Qualified Hybrid & Other Benefit Plans. Tax and asset protection advantages of different benefits plans and how you can adjust your existing plan or implement a new plan before December 31 for 2011 tax savings.

-Changes in tax legislation and their effects on planning for your 2011 taxes.

-Tax planning tips for 2012

This interactive webinar was presented by Carole Foos, CPA. In addition to advising OJM Group's national client base, Ms. Foos is the co-author of numerous articles on tax planning strategies for physicians and other professionals.

Corporate and Personal Asset Protection Planning

Added September 29, 2011

Do you want to shield your personal and corporate assets from lawsuits, creditor claims or even divorce? If so, you won't want to miss our next webinar Corporate & Personal Asset Protection Planning.

Important things you will learn:
- Corporate Asset Protection planning: How to shield accounts receivable, real estate, valuable equipment or intellectual property from lawsuits.
- Cash Flow Protection: How to shield your most valuable asset, cash flow, from lawsuits
- Personal Protection: How to protect your personal assets, from your home and other real esate to personal investments and more.
- Asset Protection in Divorce: What works and what doesn't

This interactive presentation will be presented by OJM Group Principal David Mandell, JD, MBA. Mr. Mandell is a co-author of For Doctors Only; A Guide to Working Less and Building More, as well as numerous other books and articles on financial planning, wealth management and asset protection strategies for physicians and business owners.
OJM Group
Contact Us
(877) 656-4362|Email

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8044 Montgomery Road
Suite 440
Cincinnati, OH 45236

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NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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