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OJM stays on top of the ever-changing environment of taxation, investments, insurance and more in our monthly financial planning videos, geared to keep you informed. Each month, an OJM team member will host a webcast addressing important issues that may be applicable to your situation. Below you will find a list of our archived webcasts and other videos to view at your convenience. Be sure to sign up for our free enewsletter to receive announcements on our new and upcoming webcasts!

Many of OJM’s videos include directions to receive free copies of our books by texting a code to a specific number. Effective February 2021, the number has changed. You may now text OJMWEB to 844.418.1212 or click here to request or download your free book(s).
banner image for adam braunscheidel presentation on health savings accounts tax advantages
Webcasts

Health Savings Accounts

In this video, OJM Group Wealth Advisor Adam Braunscheidel, CFP® provides an overview of Health…
physician financial advisor looking at tax issues
Webcasts

Tax Update for Physicians

OJM Group Partner Carole Foos, CPA, provides an overview of the Build Back Better Act…
financial planning for physicians
Webcasts

Non-Qualified Plans

OJM Group Partner David Mandell, JD, MBA provides an overview of Non-Qualified Plans and describes…
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Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…
financial advisor looking at charts
Webcasts

Cash Savings Alternative

OJM Group's Michael Lewellen, CFP® discusses an alternative to traditional cash savings methods that can generate…
older person in long-term care
Webcasts

What is the “Cost” of Having—or Not Having—Long Term Care Insurance?

OJM Group's Michael Lewellen, CFP® discusses the cost of Long Term Care Insurance for physicians,…
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Webcasts

2021 Tax Planning: The Biden Tax Plan & More

With the Democrats in control of both the House and now the Senate, and the…
retired couple hiking
Webcasts

After 2020, Are You Still On Track For Retirement?

After the events of 2020, are you still on track for retirement? OJM Group Director…
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Reopening Your Practice

Taking a look at the financial side of reopening your practice during COVID-19? In our…
physician business
Webcasts

Overcome a COVID-19 Business Downturn

In this special presentation, OJM Group Partner, Carole C. Foos, CPA, discusses financial steps you…
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Webcasts

Details of the CARES Act

In this special presentation,OJM Group Partner, Carole C. Foos, CPA, reviews the Coronavirus Aid, Relief…
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Financial Stability During the COVID-19 Crisis

OJM Group partner Jason O’Dell, MS, CWM, discusses life insurance as an asset class that…
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Webcasts

Financial Strategies for Retirement

In our webcast for February 2020, OJM Group Partner and Wealth Advisor, Andrew Taylor, CFP®,…
near year financial tips are you ready?
Webcasts

Advice for the New Year

OJM Group's firm partners and team members offer some new year financial tips that may…
Taking Care of Mom and Dad
Webcasts

Taking Care of Mom and Dad: A Long Term Care Planning Solution

OJM Group Director of Financial Planning Michael Lewellen discusses a planning solution that can help…
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Webcasts

2019 Year-End Tax Planning Tips

Although many taxpayers have just recently filed their 2018 returns, it is already time to…
personal finances covid-19
Other Video

Your Personal Finances During the COVID-19 Crisis

 OJM Group partner David Mandell discusses five concrete actions you can take now to…
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Other Video

Reducing Professional Financial Stress

OJM Principal, David B. Mandell, JD, MBA, discusses some best practices to reduce financial stress…
the team at ojm group
Other Video

OJM Group: Core Values

Our Vision is to provide you evolving, well-coordinated wealth management and financial planning services that…
the team at ojm group
Other Video

OJM Group: Who we Are

People get more out of life when they can stop worrying about money. At OJM,…
the team at ojm group
Other Video

OJM Group: Who we Are (Full Length Version)

People get more out of life when they can stop worrying about money. At OJM,…
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Other Video

Reducing Physician Stress

This presentation was recorded in June, 2017 by the American Education Institute (AEI). The AEI…
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Other Video

Reducing Physician Financial Stress by Increasing Financial Efficiency

This presentation was recorded in June, 2016 by the American Education Institute (AEI). The AEI…

To view additional OJM Group webcasts and video, prior to July, 2017, please visit our YouTube page.

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