[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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