[Fredslist] 9 Forbes/FPA Annual Financial Fitness Workshop, NYU, Sat. Oct. 1st. SAVE THE DATE.

[Kelly Welles]

Gotham Friends,
 
Learn how to buck the headwinds of financial uncertainty, hear the author of Finacial Serial Killers.  Scroll below to find out how you can disvcover game-saving financial strategies
to protect and leverage your assets.
 
Kelly Welles
Chair, Diversity
Founder Malcolm Forbes Award for 
Excellence in Advancing Financial Understanding
Accountants Forum Board of Governors


 
Kelly Welles, President
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants
Premiere Insurance and Benefits Specialist
Member NL Financial Alliance
733 Third Avenue @46th St. Suite 200
New York, NY 10017
Cell  917-626-8590
Fax   212-541-5900
__________________________________________ 
WELLES FINANCIAL SERVICES
Optimizing Business & Personal Financial Assets













































































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’ll be able to select from 16
different sessions





 
Creating Income Streams: Stocks, Bonds, Preferreds & Cash 
 
WILLS, Living Wills, 
      Heathcare Proxies, POLTs 
 
Insurance needs: Life, Property & Casualty, Elder Care
 
CREDIT Scores, credit  repair 
      & identity theft





 
CREATING A FINANCIAL PLAN
 
CONSTRUCTING YOUR PORTFOLIO
 
ALTERNATIVE INVESTMENTS:
      Hedge Funds, Commodities, REITs
 
Making the most out of less: 
      Smart Planning Techniques
 
PAYING YOURSELF IN RETIREMENT

























LUNCHEON KEYNOTE ADDRESS: Tom Ajamie, a lawyer who has been fighting to recover funds for the victims of fraud for more than 20 years, is the co-author of “Financial Serial Killers” which offers investors of all ages and financial stages, tips on how to detect con men, protect their savings, and separate good advisors from bad. 













COST: $40. All 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.








Reserve your space at
www.fpany.org
or call 877-773-7269












WHEN: Saturday, October 1, 2011 8:00 am—5:30 pm












WHERE: New York University School of Law, Vanderbilt Hall, 40 Washington Square South, New York, NY








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