Webinars

Why You Should Embrace Change

Life is full of change, it is a constant. Some of these changes are expected and planned for and others are unexpected, and sometimes come out of the blue. When you read the true definition of change there is no mention as to whether change is bad or good, so why do many link change …

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The Bridge Between Suicide & Life, Episode #99

Sergeant Kevin Briggs is the founder and CEO of Pivotal Points. Kevin is a retired highway patrol sergeant who spent many years patrolling the Golden Gate bridge. He encountered numerous individuals clinging to life by a thread. These individuals had lost hope and couldn’t see a way out of …

Finding A Reason To Live, Episode #98

Finding A Reason To Live, Episode #98 Kevin Berthia is a suicide survivor and prevention advocate who was born with a genetic depression disorder. At age 22, he attempted to take his life by jumping from the golden gate bridge. It wasn’t until 8 years later at the American Foundation for Su …

Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

Mitlin Financial’s Jorrell Bland Takes on New Role

Please join us in congratulating Jorrell Bland on his recent promotion from Client Services Manager to Associate Wealth Advisor. This new position transitions him from a service role to that of an advisor.

P.S. I Love You, Episode #97

Today’s guests are Brooke and Jaimie DiPalma, Co-Founders and Directors of P.S. I Love You Day. They created P.S. I Love You Day after they lost their father to suicide. Brooke recalls her father saying, “I love you” the day he died, to which she responded “I love you” back. With the help o …

Mitlin’s Larry Sprung Recognized for Thought Leadership

Please join us in congratulating our Founder and Wealth Advisor Larry Sprung, CFP®, on being recognized by ThinkAdvisor for his contributions to his profession as a finalist for a LUMINARIES award in the Thought Leadership category. This recognition comes at the heels of his inclusion withi …

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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