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).
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…
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…
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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…
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,…
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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.