[Fredslist] 9/26 Financial Fitness Day w/Kiplinger's & FPANY at NYU - INVITATION - $30 - Pass along.

[Kelly Welles]

Ever wonder why only 3% of Americans retire with more than $40,000 a year after-tax for retirement?* How much money you may be losing to inefficient tax strategies? Spending habits? Or inadequate asset protection strategies?

*Dept. of Labor Statistic









Hello along the network,
 
Take advantage of this exceptional one day education in personal finance. For just $30.00.
 
Discover how to make the most of your current financial ciircumstances; better understand your short and long term choices. Learn from the experts including Certified Financial Planners.
 
Don't miss this remarkable opportunity,
 
Kelly Welles
Diversity Co-Chair.
Founder of the Malcolm S. Forbes Award for Excellence in 
Advancing Financial Understanding; Member Financial Planning Assn.;  The Accountants Forum
Financial Strategist, Price, Raffel & Browne, LLC
 
  
7Seventh Annual 
    Financial Fitness 
        Workshop 
  
A ONE-DAY OPPORTUNITY TO HELP YOU ACHIEVE FINANCIAL SUCCESS
 
You'll get a wealth of 
wisdom from Certified 
Financial Planners® 
and you will be able 
to select from sixteen 
different sessions 
including:




MAKING IT LAST Repairing your 
retirement portfolio 
INVESTMENTS Putting together 
a portfolio 
WRITING A WILL What you need 
to know 
SOCIAL SECURITY How to decide 
what to do
MUTUAL FUNDS/ETFs The basics 
of picking funds 
FINANCIAL SANITY A stress-free 
guide to budgeting and debt 
CREDIT SCORES AND IDENTITY 
THEFT What matters most 
FINDING YIELD Cash, bonds, 
corporates - an update
WHEN: Saturday, September 26, 8:00 am—5:00 pm     
WHERE: New York University School of Law                
Vanderbilt Hall, 40 Washington Square South, New York, NY         
  
COST: $30. Net proceeds to be  donated to Project Renewal, a local charity providing homeless New Yorkers with everything they need to move from the streets to health, homes and jobs.  
 
   MORNING PANEL: Market insights from Kiplinger’s Personal Finance magazine 
                                                        JANET BODNAR EDITOR 
                MARY BETH FRANKLIN SENIOR EDITOR JEFF KOSNETT SENIOR EDITOR 
    
LUNCHEON KEYNOTE SPEAKER: CONSUELO MACK, Host, PBS TV’s Consuelo Mack’s 
                                                                        Wealth Track
 
Reserve your space at 
www.fpany.org 
or call 1-877-773-7269
 
Brought to you by:    
 
 FPA - Financial Planning Association of NY     Kiplinger's Personal Finance      NewYorkUniversity
                                       


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