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

Asset Protection

A Doctor’s Guide to Asset Protection Trusts

Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…

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

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Wealth Planning for the Modern Physician Podcast

Insights on Bridging Medicine and Business with Consultant Jessica Jones

Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David…