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

Avoiding the Pitfalls of Uncoordinated Planning

Added April 16, 2011

Why coordination of experts is as important to your wealthcare as your healthcare. Join us for our first webinar of the new year, where we will discuss:

- Integration of tax, legal, investment and financial planning for your overall benefit in 2011 and beyond
- The importance of tax planning ideas vs. tax return preparation
- Why tax, corporate structure and benefit planning MUST be examined together
- How to build a team of advisors who will look at your financial situation globally
- The advantages of starting 2011 with a "second opinion" on your 2010 planning decisions

Asset Protection Planning

Added April 14, 2011

Are you interested in shielding your business assets, cash flow and personal assets from potential risks?

Join us for this informative webinar, where you will learn:

- Business Protection. Pros and cons of different corporate structures and strategies that can shield assets, including accounts receivable, real estate & equipment.

- Protection of Cash Flow. Tax and asset protection advantages of different techniques to shield cash flow from potential lawsuits.

- Personal Protection. Techniques to shield personal investments, the family home, non-home real estate and other personal assets.

Fourth Quarter Tax Saving Tips

Added November 19, 2010

Learn techniques you can implement now to reduce your tax bill April 15th, 2011, including:

Corporate Structure. Pros and cons of different business/practice structures and strategies that can reduce taxes for 2010 with an addition or change to your corporate structure before year-end.

Qualified, Non-Qualified Hybrid & Other Benefit Plans. Pros and cons of different benefits plans and how you can adjust your existing plan or implement a new plan before December 31st for 2010 tax savings.

Captive Insurance Arrangements. The most powerful insurance strategies can create significant advantages for certain businesses or professional practices and there is still time to implement them in 2010.

Changes in tax legislation and their effects on planning for your 2010 taxes.

Tax-Favored Investments. Tax managed accounts, tax loss harvesting, conservation easements, oil and gas investments - and how to implement them in 2010.
OJM Group
Contact Us
(877) 656-4362|Email

Headquarters|Map
8044 Montgomery Road
Suite 440
Cincinnati, OH 45236

Additional Offices
New York|Texas|Florida|Arizona
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

© 2012 OJM Group. All rights reserved.