[Fredslist] NYC Office of Consumer Affairs to receive Malcolm S.
Forbes Award for Excellence in Advancing Financial
Understanding at FPA Spring Forum, 4/21, 8 CEs for CFPs.
Kelly Welles
kelly at wellesfinancialservices.com
Wed Apr 13 12:10:45 EDT 2011
To CFPs along the Network,
The Financial Planning Assn., NYC Chapter, is offering a full-day of topics and
expert panel discussions - economy, investments, estate planning, retirement
planning and hot topics. This conference is located in mid-town Manhattan at
the Bank of America Tower's conference center and just 5 minutes walk from
Grand Central Terminal. up to 8 CFP CE credits. breakfast and lunch included. A
great bargain for $149.00 (FPA member prices). Please note that due to building
security, there is no-on site registration available. Register today. For more
information, please visit the calendar section of the FPANY website at
www.fpany.org. Registration deadline is Mon. 4/18. No on-site registration.
The NYC Department of Consumer Affairs Office of Financial Empowerment to
receive Malcolm Forbes Award. Steve Forbes to present. This office is a bold
initiative to educate,\empower and protect workers with low incomes so they can
make the most of their financial resources. It represents a unique approach to
long term financial stability by adding, for the first time, a mandate to local
government to help pep[le of modest means save and grow their money. Accepting
the Award will be Jonathan Mintz, Commissioner of the NYC Department of Consumer
Affairs since early 2006. He is lelading the Mayor's aggressive efforts to
fight poverty.
Kelly Welles
Diversity co-chair
Co-founder, Malcolm S. Forbes Award
Dir. the FPANY Presidents Counsel
Kelly Welles, President
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants
Premium Insurance and Benefits Specialist
Member,NL Financial Alliance
733 Third Avenue @46th St. Suite 200New York, NY10017
Fax 212-541-5900__________________________________________
WELLES FINANCIAL SERVICES
Specializing in Lasting Financial SecurityCell 917-626-8590
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