Upside Potential with Downside Protection: Two Wealth Planning Options for 2022

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Upside Potential with Downside Protection: Two Wealth Planning Options for 2022

By OJM Group FEATURING David Mandell

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March 9, 2022

OJM Group Partner David Mandell discusses two wealth planning options that can help physicians take advantage of the market’s upside potential with protection against market downturns in times of volatility. VuMedi members can text VUMEDI to 844-418-1212 to download a free copy of Wealth Planning for the Modern Physician.

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