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Carl Mitlehner, (Financial Professional)

Address:
   4000 Legato Road, Suite 1100
Phone:
  
Fax:
  
Other Office Locations:
  
Email:
  carl@mitlehnerplanning.com
Website:
  

Education


Degree Institution Year Add More

Licenses


J.D.

LL.B.

Ph.D.

Psy.D

Ed.D.

L.E.P.

LCSW

LPC

LMFT

Psychiatrist

CFP®

CPA

ChFC

Professional Activities


Current Prior

Collaborative Practice Training


Year Course Title Instructor Hours Action
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
30-Hr Interest-Based Negotiation & Mediation Skills
Advanced interest-based negotiation, communication skills, collaborative,professional coach training
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)

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Carl Mitlehner, (Financial Professional)

Address:

Phone:
Fax:
Website:


Collaborative Practice Group Membership



Collaborative Services


Education


Licenses


Certified Financial Planner Practitioner (CFP) (r), Certified Financial Planner Board of Standards, Renewed 2021
,CFP®

Professional Activities


PRIOR:

Collaborative Practice Training


Year Course Title Instructor Hours
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
2009 Basic Collaborative Training Susan Gamache, Malcolm McCollam, Amy Wolf 24
30-Hr Interest-Based Negotiation & Mediation Skills
2009 Interest Based Negotiation & Mediation Skills for Collaborative Professionals Frank Morrison, Lisa Schenkel, Lisa Herrick, Lonnie Broussard, Barbara Burr 30
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training
2009 IACP 10th Annual Forum 2009 -- Reflections and Visions: Celebrating Past, Present and Future (Minneapolis, MN) Various 18
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)
2021 Maximizing the Role of a Financial Neutral in Unprecedented Times (14th VaCP) Jane Rowny, CPA, CFP®, CDFA®, Jamie Blum, CPA, CDFA®, & Jordan Egert, CPA, CFE, CDFA® 2
2021 Changes, Practical Applications and Issues now that the UCLA Statute has been Enacted (14th VaCP) Teresa Cole, JD, Karen Keyes, JD & Cheryl Smith, JD 1.25
2021 A Deeper Dive into the Role of the Child Specialist (14th VaCP) Natalie Goldberg, LCSW & Lisa Herrick, PhD 2.75
2015 IACP 16th Annual Networking and Educational Forum (Washington, D.C.) Various 18
2014 Seven Structural Elements of Successful Marriage Larry Gaughan 1
2014 Psst: Attorneys, Mental Health Professionals and Financial Neutrals Have Real Differences -- An Honest Conversation to Build Bridges and Strengthen Teams I was the instructor. 2
2014 IACP 15th Annual Networking and Educational Forum (Vancouver, BC, Canada) Various 18
2014 Brainstorming I was a presenter with Robin Taub 1
2014 7th VaCP Conference: Understanding Attachment Styles & its Application in Collaborative Divorce Cas Yuval Berger, MSW, RSW and Lisa Alexander, B.A. LL.B. 7
2013 The Meaning of Money Rona Hitlin-Mason, LPC 1
2013 The Continuum of Parental Alignment, Estrangement and Alienation in Collaborative Case Bill Zuckerman 1
2013 Division of “hybrid” property in Virginia Collaborative cases Michael McHugh & Grant Moher 1
2013 DCACP Meetings Various 2
2013 6th VaCP Conference: Overcoming Barriers to Settlement Nina Meierding, MS, JD 7.5
2012 The Collaborative Roadshow Barbara Burr, Andrea Hirsch, Mary Pence, Sue Solar, Sarah Zimmerman 1
2012 Team Collaboration in a Difficult Case Carol Miller, PhD, Lynn Fletcher, Esq, Liz Pendzich, Esq 1
2012 Navigating Asset Valuation Pitfalls in Collaborative Divorce Cases I was a presenter with Erika Schleifman 1
2012 IACP 13th Annual Networking and Educational Forum (Chicago, IL) Various 18
2012 Fees in Collaborative Cases Debbie May, Linda Ravdin 1
2012 Expanding Collaborative to Lower Income Andrea Hirsch, Suzy Eckstein and Sara Scott 1
2012 5th VaCP Conference: Updates on Collaborative Protocols Paul Smollar, Jan White & Susan M. Butler 1.5
2012 5th VaCP Conference: Roadblocks to Financial Resolutions in Collaborative Cases Debora E. May, Gigi Robson & Lonnie Broussard 2
2012 5th VaCP Conference: Challenges in the Collaborative Process Dana Cogan, Marie Donlan & Viola Vaughan-Eden 2
2011 IACP 12th Annual Networking and Educational Forum (San Francisco, CA) Various 18
2011 4th VaCP Conference: Preventing Real Property Pitfalls in Divorce Kelly Lise Murray 2
2011 4th VaCP Conference: Navigating Emotional Currents: Delving Beneath the Surface of the Collaborative Process CPTI: Lisa Herrick & Kate Scharff 3
2009 Cafe Oggi Meetings CPNV various 10
2009 2nd VaCP Conference: Jumpstarting Your Collaborative Practice CPTI: Fauss, Robbins, Smollar 2
2009 2nd VaCP Conference: Emotional Dynamics of Collaborative Divorce CPTI: D’Ari, Hembree & Herrick 2
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