Timothy Sumer

Owners of medical practices and businesses, as well as high net worth individuals, face significant liability risk -- not only from product liability or malpractice that may arise from their business or profession, but also as employers, real estate owners and parents. This presentation will explain common liability traps, dispel common myths about asset protection and identify the "Best Practices" in the following areas: - Using the proper entities for a business or professional practice - Shielding real estate, equipment, intellectual property and other business assets from lawsuits - Safeguarding your personal and business cash flow - Protecting personal assets, including qualified plans, IRAs, liquid investments and the home 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-auth...

OJM Group principal Jason O'Dell will define this planning tool and explain why a well-rounded retirement plan should have a portion in cash value life insurance. The presentation includes valuable information on: - Using life insurance as an asset class - Comparing and contrasting life insurance with other investments - Tax aspects of life insurance - Unique features of indexed life insurance ABOUT THE PRESENTER: Jason O'Dell is a principal and managing partner of OJM Group, and a NFLPA Registered Financial Advisor. As an author, his most recent text is the ebook Fortune Building for Business Owners & Entrepreneurs: The Keys to Corporate Structure, Tax Reduction, Asset Protection & Wealth Creation. Jason is an experienced entrepreneur, financial consultant and investment advisor and has worked with high-net worth families, business owner and physician clients for over 20 years. He has conducted financial planning, asset protection and wealth management le...