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!

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…
Tax Planning for the Uber Wealthy
Webcasts

Tax Planning for the Uber Wealthy

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

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…
team working together
Webcasts

Market Volatility in Retirement

In our February webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP®, explains the…
stock chart and magnifying glass
Webcasts

2019 Market Outlook

After a difficult 4th Quarter in 2018, what does the new year hold for the…
safe with key and combination
Webcasts

How to Avoid an Increasingly Common Asset Protection Mistake

Protecting the wealth you have worked hard to build is an important component of a…
american flag and 1040 tax form
Webcasts

Fourth Quarter Tax Tips

As we approach the end of the year, OJM Group reminds taxpayers that their 2018 tax…
Webcasts

Protecting Your Family’s Wealth in the Last Years of Life

In our September 2018 on-demand webcast OJM Director of Financial Planning Michael Lewellen, CFP, discusses…
roth ira piggy bank calculator
Webcasts

Backdoor Roth IRA Strategy

In our August 2018 on-demand webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP,…
advisor and client shaking hands
Webcasts

Is Your Advisor Working in Your Best Interest?

With so many options available in today’s financial services industry, how do investors choose an…
tax word block
Webcasts

Six Tax Reduction Strategies

With this year's changes to the tax code, OJM Group reminds investors to consider the…
magnify investments
Webcasts

What’s In Your Portfolio?

In our May 2018 webcast, OJM Group Director of Wealth Advisors Bob Peelman, CFP® provides…
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…
aei logo
Other Video

Reducing Professional Financial Stress

OJM Principal, David B. Mandell, JD, MBA, discusses some best practices to reduce financial stress…
calculator and stethoscope
Other Video

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
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,…
aei logo
Other Video

Reducing Physician Stress

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