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!

Michael Lewellen

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
Michael Lewellen

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
Adam Braunscheidel

Is Your Advisor Working in Your Best Interest?

With so many options available in today’s financial services industry, how do investors choose an…
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Andrew Taylor

Six Tax Reduction Strategies

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

What’s In Your Portfolio?

In our May 2018 webcast, OJM Group Director of Wealth Advisors Bob Peelman, CFP® provides…
wealth management team working
David Mandell

Five Tools For Tax Reduction and Asset Protection

Asset protection and tax reduction are two of the top goals for most individuals interested…
examining stock market
Andrew Taylor

Market Madness

The first quarter's market corrections and corresponding rebounds have left many investors asking, "What's ahead…
laptop with stock charts and graphs
Jason O'Dell

Strategies to Reduce Volatility and Improve Tax Efficiency

In today’s environment of market ups and downs, many investors are looking for ways to…
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Carole Foos

The Tax Cuts and Jobs Act

At the end of 2017, Congress enacted sweeping tax reform that has widespread effects on…