Most physicians and business owners have much of their retirement planning dependent on the “retirement plan” at their business or practice. Nonetheless, many OJM Group clients are not optimized in terms of the type of plan and contribution formula they are using.
Further, many also ignore valuable options beyond retirement plans – from fringe benefit plans to non-qualified plans and more. This webcast will cover:
- The basics of qualified plans: what you need to know about defined contribution, defined benefit plans and IRAs, including 2015 contribution limits
- Alternative options, including fringe benefit and non-qualified plans
- The importance of tax diversification in all long-term wealth planning
ABOUT THE PRESENTER:
David B. Mandell, JD, MBA is a principal of OJM Group. David is an author, former attorney, and renowned authority in the fields of risk management, asset protection and financial planning.
As a writer, David co-authored several books for John Wiley & Sons, Inc., the oldest book publisher in the U.S. and the leading business book publisher in the world. Titles include Wealth Protection: Build & Preserve Your Financial Fortress and Wealth Secrets of the Affluent: The Keys to Fortune Building and Asset Protection. David has also written ten books for physicians, including For Doctors Only: A Guide to Working Less & Building More, and state-specific versions of the book in California, Ohio, Georgia and New York. David also penned Risk Management for the Practicing Physician, a Category 1 CME-certified monograph with five editions since 1998.
In addition to his books, his articles have appeared in over 30 leading national publications, including The American Medical News, Physicians Money Digest and over 20 regional or specialty medical publications, as well a number of general business periodicals. David has addressed numerous local and national organizations, from national medical associations to entrepreneurial organizations and meetings of attorneys, CPAs and financial professionals.
David holds a bachelor’s degree from Harvard University (Cum Laude). He earned his law degree from the University of California Los Angeles’ School of Law, where he was awarded the American Jurisprudence Award for achievement in legal ethics. While at UCLA, David also earned a Master’s Degree in Business Administration from the Anderson Graduate School of Management.
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