Webinars

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Leave Them a Legacy, Not Taxes, with a Roth IRA Conversion

The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.

Finding My Tribe at Wealth/Stack

I recently had the opportunity to attend the Wealth/Stack Conference in Scottsdale, Arizona. There are so many conferences for our industry that it is sometimes hard to determine what will be a good one to attend and which will not be a good use of your time. I must say, Wealth/Stack was a …

Mitlin Minute: Table Mountain

This Mitlin Minute was filmed while our founder, Lawrence Sprung, was traveling in South Africa and visiting the beautiful Table Mountain. This continues our series and was the first stop on the tour we took and it really set the tone for the rest of the trip.  We talk about how it is impor …

What Rink Is Larry At? (Week One)

Join us in playing “What Rink is Larry at?” during the upcoming hockey season for a chance to win money ? for YOUR favorite charity! TO ENTER: ✔️Name the rink Larry is at in the video and put the name of the charity you would like the donation made to if you are selected as …

8 Crucial Items for Your Retirement Planning Checklist

Imagine yourself on your last ride home from work on the day you retire. The cardboard box is in the backseat, your gold watch is on your wrist and you realize you don’t have to wake up to an alarm clock tomorrow. Are you ready? Is your plan in place? Is that fear or excitement fluttering i …

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