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!

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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

Reopening Your Practice

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

physician business

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

Details of the CARES Act

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

stock market finances

Protect Personal Finances During COVID-19

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

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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…

chess strategy

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?

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

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

2019 Year-End Tax Planning Tips

Although many taxpayers have just recently filed their 2018 returns, it is already time to…

P&C insurance

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

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…

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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

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…

Tax Planning for the Uber Wealthy

Tax Planning for the Uber Wealthy

Do the ultra-wealthy pay lower taxes than you do? OJM Partner, Carole Foos, answers this…

Your Time in the Market: More Important than Timing the Market

In our March webcast, OJM Wealth Advisor Adam Braunscheidel, CFP, discusses the importance of time…

Reducing Professional Financial Stress

OJM Principal, David B. Mandell, JD, MBA, discusses some best practices to reduce financial stress…

calculator and stethoscope

Understanding Your Practice’s Financial Statements

OJM Group Principal Carole Foos, CPA provides an overview of a medical practice's P&L and…

the team at ojm group

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

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

OJM Group: Who we Are (Full Length Version)

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

Reducing Physician Stress

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

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.