Resources

Education is the foundation of our approach.

Whether it is the continuing education of our own team members or our commitment to deliver lectures, webcasts, books and articles for our clients, organizations and more, education is at the center of the work we do. We are dedicated to providing our clients with resources to support the decisions they will make with their financial future.

ARTICLES

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Doctors

Asset Protection for Physicians: Your Information Hub

From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…

VIDEOS

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Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…

PODCASTS

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley: Part I
Wealth Planning for the Modern Physician Podcast

Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 1)

In this episode, host David Mandell interviews orthopedic surgeon Dr. John “Jay” Foley about his…