In our latest recorded webinar, from the “Long Life Planning” series, we discuss COVID-19’s impact on Social Security claiming decisions, guest starring nationally-acclaimed speaker, Mary Beth Franklin. Social Security is the major source of income for most of America’s senior citizens. Among Social Security beneficiaries age 65 and older: • 50% of married couples and 70% of unmarried persons receive 50% or more of their income from Social Security • 21% of married couples and about 45% of unmarried persons rely on Social Security for 90% or more of their… Read More

In our latest recorded webinar, from the “Exit Planning 101” series, we discuss “Establishing Owner-Based Goals for Your Exit Plan”- a critical starting point when contemplating the transition out of your business. While most business owners assume it’s all about the money, we dive deeper into both financial AND personal considerations as you build your exit planning strategy. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

In this episode of Bridging the Gap, Jared and Lisa discuss the recent price surges in AMC and other “meme stocks”, and the changing trends in workplace attire. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

In this episode of Bridging the Gap, Jared and Lisa recap some of 2021’s trendy topics, discuss the hot housing market, and break down the recent news concerning Big Oil and ESG. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.

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.