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Embracing Your Financial Future: Estate Planning
Embracing Your Financial Future: Estate Planning
. Please Note --> This is a Past Event!! .
Date:
4/27/2017 TO 4/24/2017
Time:
6:00 PM TO 7:00 PM
5150 N Tamiami Trail
Sarasota, FL 34234
Phone:
9413552721
Event Description:
Join Wealth Advisor Mitch Helton for the third and final workshop of the series Embracing Your Financial Future. This final workshop will cover estate planning and will be an interactive conversation touching on both financial and non-financial issues that one faces before and at death. Mitch will cover the ten most common mistakes made with estate planning including taxes, trusts, and terminology. The goal of the workshop is to educate and motivate participants to plan for themselves and their families. If you are interested in attending this FREE class, reserve your seat at 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 Room located just south of University on US 301.
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>
Join YPG
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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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