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Embracing Your Financial Future: Part One
Embracing Your Financial Future: Part One
. Please Note --> This is a Past Event!! .
Date:
12/27/2016 TO 1/26/2017
Time:
6:00 PM TO 7:00 PM
5150 N Tamiami Trail
Sarasota, FL 34234
Phone:
941-355-2721
Event Description:
Join Wealth Advisor Mitch Helton for an interactive FREE 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 visit, experiencegoodwill.org/classes. 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.
Directions:
Goodwill Manasota North Sarasota Community - located just south of University of US 41.
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2023 Small Business Awards Finalists & Winners
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Young Professionals Group
>
Join YPG
About YPG
YPG Council
YPG Photo Gallery
YPG Events
>
YP Summit
Leadership Sarasota
>
Adult Leadership
Youth Leadership
Engage Sarasota
Leadership Council
Celebrate Outstanding Leadership Awards
CareerEdge Funders Collaborative
Opportunities For All
>
2021 OFA Grant Awardees
2022 OFA Grant Awardees
OFA Photo Gallery
OFA In the News
About Us
About the GSCC
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Live & Work
>
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