[Fredslist] Introducing Retirement Planniing with Section 79. CPAs/attorneys only. 2 Free CPEs. 6/2, 6:30-8:30. RSVP.

[Kelly Welles]

Complimetnary Invitation to  Gotham CPAs, business, retirement, T&E and tax attorneys::
 
I am pleased to invite you to learn about a new and exclusive triple tax-free insurance offering utilizing Section 79 for HNW business owners. Next Wed. 6/2, 6:30 to 8:30 Marriott Marquis. Cocktail/seminar. 2 Free CPEs. Complimentary admission.
 
RSVP directly to me by email by including your contact information. Upon receipt of your confirmed interest, I will forward invtation as confirmation and further details. DEADLINE 5/28 12 NOON.. Invitation may not arrive until 6/1 due to holiday.



Kelly Welles, President
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants
Premier Insurance and Benefits Specialist
Member,NL Financial Alliance
733 Third Avenue 2nd Fl.
New York, NY 10017
Cell  917-626-8590
Fax  212-541-5900 
 





WELLES FINANCIAL SERVICES
Optimizing Business & Personal Financial Assets
______________________________________

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