Guardian has created educational programs or materials for hundreds of medical groups, associations, practices and organizations. OJM can offer speakers nationwide who are experts in wealth preservation and asset accumulation strategies.

Possible presentation topics

From 1-hour lectures to full-day roundtable trainings, programs include:

• What Asset Protection Means and How Doctors Can Achieve It
• Physicians are Not Average - How This Impacts Your Planning
• How to Structure a Practice for Maximum Financial Efficiency
• How Captive Insurance Companies Work for Successful Practices
• How to Create a $1,000,000 Buy-Out for Your Practice
• The 5 Greatest Physician Estate Planning Mistakes - and How to Avoid Them
• What Doctors Can Do About a Medical Malpractice Crisis
• Protecting Personal & Practice Assets from Lawsuit against You, Your Partners, and Your Employees
• Reducing Taxes on Income, Investments, and Inheritances

Category I CME credits

While Guardian author talks can be accredited for CME by the local hospital/organization, we can also offer our CME enduring material Risk Management for the Practicing Physician to attendees. This monograph is certified nationally for 4.0 Category I CME hours for all specialties. In this way, MD attendees at our talks can hear a subject on business, finance, law, etc. and be able to acquire Category I CMEs through the monograph as well.