VIDEO

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 555-888. Effective August 2020, this number has changed. You can now text OJMWEB to 47177 or click here to request or download your free book(s).
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…
interest rates in newspaper
Webcasts

Four Ways to Leverage Low Interest Rates in Your Wealth Planning

 OJM Group Managing Partner Jason O’Dell outlines four opportunities to leverage low interest rates…
american flag with money
Webcasts

So, You Got A PPP Loan… Now What?

As a part of the CARES Act passed by Congress in response to the COVID-19…
stethoscope calculator
Webcasts

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…
U.S. Capitol Building
Webcasts

Details of the CARES Act

In this special presentation,OJM Group Partner, Carole C. Foos, CPA, reviews the Coronavirus Aid, Relief…
stock market finances
Webcasts

Protect Personal Finances During COVID-19

OJM Group partner David Mandell, JD, MBA, discusses five concrete actions you can take now…
globe in hands
Webcasts

Financial Stability During the COVID-19 Crisis

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

2019 Year-End Tax Planning Tips

Although many taxpayers have just recently filed their 2018 returns, it is already time to…
P&C insurance
Webcasts

An Important Question Affecting Your Financial Future: Do You Know the Answer?

OJM Group Director of Financial Planning Michael Lewellen discusses the importance of a death benefit…
college graduation
Webcasts

Education Funding Essentials: A Back-to-School Briefing

OJM Wealth Advisor Andrew Taylor provides a back-to-school briefing on options for funding the rapidly…
Retirement-Plan-Savings
Webcasts

Cash Balance Plans: Under-Utilized Tax Reduction Tools

OJM Group partner Jason O’Dell provides an overview of Cash Balance Plans and discusses how…
Advisor Advantage
Webcasts

The Advisor Advantage: 7 Benefits Your Advisor Should Bring to Your Portfolio

Do you have the "advisor advantage?" In this video, OJM Director of Wealth Advisors Bob…
stock market finances
Other Video

Protect Personal Finances During COVID-19

OJM partner David Mandell, JD, MBA, presents "Your Personal Finances During the COVID-19 Crisis: Five…
U.S. Capitol Building
Other Video

The CARES Act

OJM Group partner, Carole C. Foos, CPA, talks about the Coronavirus Aid, Relief and Economic…
U.S. Capitol Building
Other Video

Overcome a COVID-19 Business Downturn

In this special presentation for vRad, OJM Group Partner, Carole C. Foos, CPA, discusses financial steps…
U.S. Capitol Building
Other Video

Overcome a COVID-19 Business Downturn

In this special presentation for AOAO (American Osteopathic Academy of Orthopedics), OJM Group Partner, Carole…
U.S. Capitol Building
Other Video

The CARES Act

In this special presentation for AOAO (American Osteopathic Academy of Orthopedics), OJM Group Partner, Carole…
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 improve…
U.S. Capitol Building
Other Video

The CARES Act

In this special presentation for AAOMS (American Association of Oral and Maxillofacial Surgeons), OJM Group…
us capitol building
Other Video

What the CARES Act Means To You

The American Society of Dermatologic Surgery presents OJM partner Carole Foos' webinar where she discusses…

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