Webinars

Mastering Your Finances: A Guide for New College Graduates

Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own …

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The Philosophy of Giving and Tax-Loss Harvesting

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Vice President, Trust Services, Sarah Duey, to learn more about the philosophy of giving and tax-loss harvesting.

You’re Not A Vanity Purchase with Dr. James Marotta, Episode #55

Today’s guest on episode 55 of the Mitlin Money Mindset™ is Dr. James. Marotta is a dual board-certified facial plastic surgeon with education and training from some of the finest institutions in the world. He leads the team at Marotta Plastic Surgery Specialists. Dr. Marotta speciali …

Life By Design

We all have heard the phrase “create a life by design, not by default”, but what does that mean and how can I move in that direction.  We will look to give you some food for thought here to get you started on the right path to creating this for you.

Hawaii State of Mind with Elizabeth Burton, Episode #54

Today’s guest on the Mitlin Money Mindset™ is Elizabeth Burton, the Chief Investment Officer of the Employees’ Retirement System for the State of Hawaii. Elizabeth oversees $19 billion in pension fund assets and is also on the Board of Directors of the Chartered Alternative Investment …

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