Join Wealth Advisor Mitch Helton for an interactive workshop designed to educate and motivate attendees about the Investment Planning Process. The volume of information about investments is not only extensive, but often unclear and biased. This workshop will walk you through a simple, logical, objective process for making your own investment decisions, focusing on those aspects that really matter.
If you are interested in attending this FREE workshop, simply RSVP through the link above!
About Your Speaker
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.
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