Tag Archive: featured

Join OMA Insurance, as they host a live discussion with Aaron Schechter, CPA, CA, TEP (Partner, Tax) at Crowe Soberman LLP, as they discuss the tax and financial planning considerations physicians should look at during the various stages of their career and life - from residency to post-retirement, while discussing how the Advantages Retirement Plan™ can help you and your spouse/common law partner plan and prepare for a successful retirement.

Learning about saving and investing can feel overwhelming at times. In this webinar, watch experts from OMA Insurance, Common Wealth, and BlackRock, the world’s largest asset manager, help you prepare for RRSP season as they break down frequently used financial terms and first steps on how to save and invest more with the Advantages Retirement Plan™. Recorded Date: Tuesday October 5, 2021.

In this webinar, OMA Insurance co-hosts with Common Wealth a live demo and panel discussion featuring fellow medical students, residents and experts address top questions about finances and strategies on saving with the Advantages Retirement Plan™.

In this webinar, we introduced the new Guaranteed Lifetime Income Annuity and Brookfield Annuity Company, the annuity provider for the Advantages Retirement Plan™. We discussed what annuities are and how they can add more value to your retirement savings followed by a live Q&A with the panel. Recorded date: May 4, 2021.

In this panel webinar, OMA Insurance along with Common Wealth, introduce BlackRock, the new target date fund provider for the Advantages Retirement Plan™. We explain what target date funds are and what BlackRock offerings are now available through the Advantages Retirement Plan™ for members followed by a live Q&A with the panel. Recorded Date: March 4th, 2021.

In this webinar OMA Insurance hosts a live panel discussion with some physicians and Common Wealth and share personal experiences on the importance of making retirement savings a priority sooner rather than later, and the key steps that you can take right now to get on the path to retirement success. Followed by a live Q&A with the panel. Recorded Date: October 22nd, 2020.

In this webinar we host a panel discussion and live Q&A with OMA Insurance and Common Wealth to address some of the financial realities of early to mid-career physicians like yourself may face and the key steps that you can take to get on the path to retirement success. We also cover how the Advantages Retirement Plan™ is designed to help physicians who may have started saving for retirement and want to improve their retirement readiness.

In this webinar we addressed some of the financial realities of students and residents and laid out some key steps that younger physicians can take to get on the path to retirement success. We also discussed how the Advantages Retirement Plan™ is designed to help physicians follow these steps to make retirement easier and more affordable. We hosted a live Q&A with OMA Insurance and Common Wealth, the plan's administrator. Recorded Date: Tuesday, July 28th, 2020

The Advantages Retirement Plan™ is a first-of-its-kind group retirement savings plan that’s been created to meet the needs of OMA members and their spouses/common-law partners. Now that enrollment has opened, learn how the plan can help with three key parts of retirement preparedness: saving, investing, and income. In this webinar, we covered what the Advantages Retirement Plan™ is and how you can join the plan. Recorded Date: Wednesday, February 19th, 2020

OMA Insurance is committed to keeping you informed about the Advantages Retirement Plan™ and providing you with facts during a time when there is uncertainty and volatility in global financial markets. You may have questions about the impact of the COVID-19 pandemic on your retirement. In this webinar, we hosted a live panel discussion with representatives from OMA Insurance, investment partner Vanguard, and plan administrator Common Wealth. Recorded Date: Tuesday, April 7th, 2020