[Fredslist] 12 spaces left: LAST CHANCE for Fiancial Freedom: 9TH AnnualForbes/ FPA Financial Planning Workshop Sat. Oct. 1.

[Kelly Welles]

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 200New York, NY10017Cell  917-626-8590 
Fax   212-541-5900__________________________________________
WELLES FINANCIAL SERVICES
Optimizing Business & Personal Financial Assets


----- Forwarded Message -----
From: Kelly Welles <kelly at wellesfinancialservices.com>
To: fredslist <fredslist at gothamnetworking.com>
Sent: Friday, September 23, 2011 12:54 PM
Subject: LAST CHANCE for Fiancial Freedom: 9TH AnnualForbes/ FPA Financial Planning Workshop Sat. Oct. 1.

How smart is your money working?
 
Here's a one day workshop to learn from the pros, hear the insights of experts from Forbes, Moneyland-Time and The Mint. Here's where the Smart Money discovers how to make every dollar work harder.
 
The Best CFPS     Expert Advice    One Hour Seminar
 
How to Create a Financial Plan.  How to Choose a Planner. Improving Credit Scores. Understanding Reits and Alternative Investments. Paying yourself in Retirement.  Wills and Living Wills. And more.
 
Scroll below. Register now. Don't miss out! Pass along to a friend.
 
 
Kelly Welles
Chair, Diversity
Founder, Malcom S. Forbes Award for
Excellence in Advancing Financial Understanding
Financial Planning Assn. past Director
 
 
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 200New York, NY10017Cell  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 
 
 

 
 Brought to you by: 
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