Mitlin Minute: Succession Planning

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Mitlin Minute: Succession Planning

This edition of the Mitlin Minute features the idea of succession planning.  Does your advisor have a succession plan?  Do you know what it is?

Please feel free to contact us with any questions at (631) 952-4466 x12.  

Visit us at www.mitlinfinancial.com or email us at info@mitlinfinancial.com

Feel free to contact us with any topics you would like covered in an upcoming Mitlin Minute.

Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

IRS Phone Scam, Episode #94

Kristofer Healey is the owner and CEO of The Secure Entrepreneur. He founded the company to help business owners improve their fiscal health by changing their habits to eliminate risk and reduce exposure to fraud. But before becoming an entrepreneur he was a Special Agent with the Departmen …

CocoVinny, Episode #93

CocoVinny Alvidar is an inventor, zero-waste educator, and CEO of CocoTaps. After founding a variety of business ventures over the past 20 years, CocoVinny will spend the rest of his career as The Chief Coconut-In-Charge at CocoTaps.com. It all started after Vinny broke one of his Dad’s exp …

Paying for Health Care in Retirement

By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

The Yum Yum Foodie, Episode #92

Eddie Zamora is the founder and owner of “The Yum Yum Foodie,” host of the “Kill the Bottle” podcast, and TV Judge on “Dinner Takes All.” Dinner Takes All was produced by Keller/Noll, the creators of the Food Network shows, “Chopped” and “Chopped Junior.” David Noll was also our guest on ep …

1 2 3 123 124 125

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

TweetsFollow Us