As a business owner or someone working with business owners, you are invited to join our community and to learn from some exit planning & transition specialists on how to craft a successful exit planning strategy. Unlike many programs that just focus on the technical aspects of exit planning, our team of experts take a more holistic approach to the human AND technical sides of preparing for an exit. Watch the recorded webinar above! Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

Omega Wealth Management was honored to have Jennifer L. Ward, MSW, LMSW from the Fairfax County Department of Family Services -Adult and Aging join us as a guest speaker for a free webinar titled “Long Life Planning – You Don’t Have to Do This Alone! (An Overview of Public Services for Older Adults)”. Watch the recorded version of the webinar above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

In this week’s episode of Bridging the Gap, Jared and Lisa dive into what the Fed is doing with interest rates, Non-Fungible Tokens, and stress-testing your finances. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

Matt Potter from SEI Investments, our investment partner, joined OWM to review where the markets and economy have been recently and provided a look ahead as to what might be around the corner. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

Bridging the Gap is back for its first episode in 2021. In this episode Jared and Lisa discuss the newest pandemic relief bill, take a deeper look at the changing asset class performance in financial markets, and finish with a lesson Lisa shares from the ski slopes in Utah. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

J. Womack and Jana Holt, from our investment partner SEI Investments, join the latest edition of OWM Live to speak in-depth about SEI’s upcoming Environmental, Social, and Governance initiatives in investment options for clients. Watch the record version of the webinar above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

Andrew, Operations Manager from our team and Jim LaPiedra from Guided Pro Solutions go over some cybersecurity best practices, and working-from-home tips and tricks. Watch the recorded version of last week’s webinar above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

In this special webinar-recorded edition of Bridging the Gap, Jared and Lisa provide a recap of the year 2020, as well as discussions around how performance has varied among different asset classes, and distinguishing the stock market vs. the economy. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

In our recent tax webinar, hosted by our Lead Advisor and Director of Financial Planning Kathy Frakes, we explored end of year tax planning opportunities and changes that may occur under a Biden Administration. Watch the recorded version above! Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

In the latest installment of our video series Bridging the Gap, Lisa and Jared discuss the tax planning work we do for clients at Omega, as well as potential tax law changes under a Biden administration. Check out the full video above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.