WEBCASTS & VIDEO

OJM strives to keep you informed about the ever-changing environment of taxation, investments, insurance and more in our monthly financial planning videos. 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, which you can view at your convenience. Be sure to sign up for our free enewsletter to receive announcements on our new and upcoming webcasts!

Register to view this month’s webcast

 

RECENT WEBCASTS:


JUNE 2018
Six Tax Reduction Strategies
to Enhance Portfolio Performance
 


MAY 2018
What’s In Your
Portfolio?
 


APRIL 2018
Five Tools
That Provide Tax Reduction
and Asset Protection



MARCH 2018
Market Madness:
First Quarter Volatility and
Outlook for the Rest of 2018

FEBRUARY 2018
Strategies to Reduce Volatility and
Improve Tax Efficiency

 

JANUARY 2018
The Tax Cuts and Jobs Act:
What You Need to Know
 



NOVEMBER/DECEMBER 2017
Eight Important Questions
to Ask Your Financial Advisor

OCTOBER 2017
Understanding the 2017
Tax Reform Proposals

SEPTEMBER 2017
Your Time in the Market:
More Important than Timing the Market



AUGUST 2017
Is it Time to “Refi”
Your Life Insurance?

 

JULY 2017
Do I Need An Investment Advisor?
Reasons Investors Underperform
Without Professional Management

JUNE 2017
Flexibility in Planning:
Fundamental to Meeting Long-Term Goals
 


MAY 2017
Wise Investing:
The Keys to Building Wealth
in Bull and Bear Markets

APRIL 2017
Protecting Your Assets:
How to Avoid the
Three Most Common Mistakes

MARCH 2017
Cash Savings Alternative:
How to Increase Returns
and Maintain Liquidity



FEBRUARY 2017
Why Invest Internationally?
 

JANUARY 2017
2016 Market Wrap-Up
and Outlook for 2017


 

OTHER VIDEO:


OJM GROUP
Who We Are
 

OJM GROUP
Core Values
 

OJM GROUP
Who We Are
(Full-Length Version)



AAOE E-LEARNING SERIES
Understanding Your Practice’s
Financial Statements

 

AEI Presentation (2016-17)
Reducing Physician Financial Stress
by Increasing Financial Efficiency

 

AEI Presentation (2017-18)
Reducing Physician Stress
Through Risk Management and
Asset Protection Planning