Webinars
All Webinars
How To Know What Your Goals Are
Have you ever asked a child what they want to have when they grow up? Believe me, you’ll typically get some entertaining answers. And better yet, keep asking “Anything else?” There’s always more. A few examples of responses you might get look like:
Mitlin Minute: Life After Work?
In this edition of Mitlin Minute we discuss life after work. Do you have a life plan? We hear about the importance of a financial plan all the time, but not many discuss a life plan. You will be in a great position if you are set financially for retirement, but how rewardi …
Include A Life Plan In Your Financial Plan
Financial advisors are always preaching the importance of a financial plan, and I believe they are important too. Mitlin Financial’s belief is that a financial plan is paramount to reaching and exceeding your financial goals. Most people spend more time planning their family vac …
How to Choose an Investment Strategy
Once we have the answers from our clients, we begin to think about the second category of factors which involve the overall health of the economy. Here are common questions we ask as we walk through the investment planning process:
Mitlin Minute: “Write Your Financial Future” Presentation at RT 2018
In this edition of Mitlin Minute we provide you with a replay of our presentation of “Write Your Financial Future” at the RT Booklovers Convention 2018 in Reno, Nevada. This was presented to a group of successful authors in which we discussed what they should be thinking about w …
Divorce Planning
There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning. Download G …
