OJM Group’s firm partners and team members offer advice that may help you protect personal and business assets, reduce taxes and build wealth in 2020 and beyond. Interested in a specific topic? Feel free to click the topic below to skip ahead. Please note, this will open the video in a new browser window.
David Mandell, JD, MBA presents Asset Protection at 00:48
Carole Foos, CPA presents Tax Tips at 04:06
Adam Braunscheidel, CFP covers an Investment Outlook at 11:07
Jason O’Dell, MS, CWM discusses Retirement Plans at 16:13
Michael Lewellen, CFP covers Financial Planning at 20:23
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