Embracing Your Financial Future: Part One - North Sarasota

January 26, 2017
6:00 pm - 7:00 pm
Goodwill Manasota - Mecca
5150 N Tamiami Trl.
Sarasota, FL 34234

 

Join Wealth Advisor Mitch Helton for an interactive workshop designed to educate and motivate attendees to actively plan for retirement. Learn how you can begin preparing for tomorrow today with simple and achievable steps designed to fit any budget or timeline. Topics include goal setting, examining what you’ll need, what you’ll have, and how to close the gap. This workshop is the first of a monthly three part series designed to help you embrace and prepare for your financial future.

To sign up for this FREE seminar, please RSVP through the link above.

 

About Your Speaker:

Mitch Helton

As a Wealth Advisor, Mitch’s primary responsibility is the design and delivery of comprehensive, objective financial plans. He is a highly trained and experienced professional committed to working in the best interests of the clients he serves. For the past six years Mitch has been with Northern Trust and prior to that spent six years leading the development of a reputable and successful financial planning practice for SunTrust Bank. Before SunTrust he was a practicing CPA for fourteen years - including twelve with Deloitte & Touche and Ernst & Young in both their Chicago and National practices. Mitch’s varied experience includes sitting on the Editorial Board for the Ernst & Young Tax Guide, a perennial best seller.  While at Ernst & Young, he also aspired to the position of single most active workshop presenter - based largely on reputation and request - delivering financial education workshops to both executives and employees of major corporations and organizations.