[Fredslist] MONDAY, OCTOBER 18TH, 2010 - 2 Sponsored (e.g., Free) CPE Credits, Helmsley Hotel. FOR CPAS ONLY.

[Kelly Welles]

Hello along the network,

For CPAs interested in enhancing client relationships and expanding their 
profitability, here is an opportunity to learn about and proven strategies for 
joint work with qualified financial professionals. Please RSVP to Lisa 
Dall'Acqua lisa_dallacqua at nlvmail.com or call 646-898-3560. Please feel free to 
use my name as reference. Admission with reference only. Oct. 18th, 6  to 8 PM, 
wine and hors d'oevres. Helmsley Hotel. Please pass along to CPA friends. Please 
email me so I know to look for you.

Kelly Welles
Co-chair Diversity


Kelly Welles, President & CEO
wellesfinancialservices.com 
Trusted Advisor to Attorneys and Accountants
Premier Insurance and Benefits Specialist
Member, National Financial Alliance
Cell  917-626-8590
 

 


The New York Agency
of National Life Insurance Company
Presents    
. 
A Continuing Education Seminar 
Monday, October 18, 2010  
This Symposium is 
an opportunity for 
you to expand your 
practice through 
joint marketing 
and/or strategic 
alliances with 
members of the 
financial services 
industry.
Designed for 
2 CPE Credits  .
Course Content & Agenda
Section 79 • 412(e)(3) 
Featuring:
Lyndon Clark *
Mary Read *
Thomas Bacharach Regional VP Northeast of CJA
Presented By:
The NY Agency of 
National Life Insurance Company
733 3rd Avenue • New York, NY 10017
Phone: (646)898-3560
This seminar will be held at
Helmsley Hotel
212 East, 42nd Street • New York, NY 10017
(between 2nd & 3rd)
Schedule for the Day
Monday, October 18, 2010
6:30pm to 8:30pm
Wine & Hors D’oeuvres
RSVP by Thursday, October 14th
Email Lisa Dall'Acqua or phone (646) 898-3560 

________________________________

Securities and investment advisory services are offered solely through 
Registered Representatives and Investment Adviser Representatives of Equity 
Services, Inc., Member FINRA/SIPC, One National Life Drive, Montpelier, VT 
05604. (800) 344-7437. Equity Services, Inc. is a Broker/Dealer and Registered 
Investment Adviser affiliate of National Life Insurance Company, Montpelier, 
Vermont. Thomas Bacharach and CJA are independent of Equity Services, Inc.
Refund policy: In the event that an insufficient number of registrants forces 
the cancellation of the program, each participant will be notified. The decision 
to cancel a program is made one week prior to the scheduled date. Full refunds, 
where applicable, will be made.
Complaints: Complaints should be submitted in a written format to the program 
sponsor. Cases will be addressed on an individual basis.
National Life Group {NASBA I.D. #103339} is registered with the National 
Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 
professional education on the National Registry of CPE Sponsors. The State 
Boards of Accountancy have final authority on the acceptance of individual 
courses for CPE credit. Complaints regarding registered sponsors may be 
addressed to the: National Registry of CPE Sponsors, 150 Fourth Avenue North, 
Suite 700, Nashville, TN 37219-2417 Website:www.nasba.org
* The speaker is an employee of National Life Insurance Company.  
66264 TC59043(1010) 
 
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