[Fredslist] FREE FINANCIAL PLANNING DAY, Fri. Oct. 18th at SIBL..

[Kelly Welles]

Dear Tribers...
 
Do YOU have personal financial questions?
 
Here's your chance to meet with a seasoned CFP to get a handle on personal financial questions you'd love to know the answers to but didn't know who
to ask. Whether you're concerned about better budgeting, credit scores, debt reduction, wealth accumulation, reviewing your investment portfolio, considering 
a refi, or have questions about college funding, insurance, retirement or estate planning there's never been a better opportunity to meet with an expert for
some impartial feedback you've been seeking. Sponsored by the Financial Planning Assn. & SIBL (Science, Industry and Business Library) Division of
NYPL this Oct. 18th. Please scroll below for details.
 
Kelly Welles
FPA Presidents Council
Gotham New York Health & Aging
2006 Gotham Networker of the Year
  
Kelly Welles, President           
Specializing in Insurance and Benefits
733 Third Avenue @46th St. Suite 200 
New York, NY 10017
Cell   917-626-8590
________________________
WELLES FINANCIAL SERVICES
Business & Personal Financial Strategies

Kelly Welles is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.,. Securities and investment advisory services are offered solely by Equity Services, Inc., 733 Third Ave., Suite 200, New York, NY 10017. Tel: 212 986-0400. Member FINRA/SIPC, Broker/Dealer and Registered Investment Advisor Affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. Welles Financial Services is independent of Equity Services, Inc.






Hope this works for you.  I believe I have attached the jpeg file as well.

Best, Kathleen







Kathleen Kalmes, CFA 
Financial Resources Specialist
Science, Industry and Business Library
188 Madison Avenue
New York, NY 10016
consultkk at nypl.org
212 592 7277


On Wed, Oct 2, 2013 at 1:54 PM, Kelly Welles <kelly at wellesfinancialservices.com> wrote:

Thank you so much. It was a pleasure meeting you as well and personally gratifying to see how my original
>inspiration more than 15 years ago evolved for an FPANY/Library partnership.
> 
>If at all possible, can you arrange to send me a full page version of your PDF? The list serves I utilize strongly 
>discourage PDFs because they don't get open nearly as frequently as full page flyers get responded to. If that's 
>not possible, of course, I'll send the PDF with some write-up.
> 
>Thank you for all you do as a volunteer. And thank you for your support of this important service.
> 
>Every good wish,
> 
>Kelly Welles
>FPA Presidents Council
>Founder, Malcolm S. Forbes Award 
>for Excellece in Advancing Financial Understanding
>Among the Public.
>
> 
>Kelly Welles, President           
>wellesfinancialservices.com
>Trusted Advisor to Attorneys and Accountants 
>Specializing in Insurance and Benefits
>733 Third Avenue @46th St. Suite 200 
>New York, NY 10017
>Cell   917-626-8590
>Fax   212-541-5900
>________________________
>WELLES FINANCIAL SERVICES
>Business & Personal Financial Strategies
>
>
>Kelly Welles is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.,. Securities and investment advisory services are offered solely by Equity Services, Inc., 733 Third Ave., Suite 200, New York, NY 10017. Tel: 212 986-0400. Member FINRA/SIPC, Broker/Dealer and Registered Investment Advisor Affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. Welles Financial Services is independent of Equity Services, Inc.
>
>
>From: Kathleen Kalmes <kathleenkalmes at nypl.org>
>To: kelly at wellesfinancialservices.com 
>Sent: Wednesday, October 2, 2013 1:38 PM
>Subject: Financial Planning Day @ SIBL
>
>
>
>
>
>It was a pleasure meeting you on Saturday.  And I apologize for the "canned" letter which follows, 
>But truly...
>
>
>
>I am please to invite you to the New York Public Library's
>Third Annual Financial Planning Day  on Friday 
>October 18th from 11am - 6 pm.  This event will  be held at
>NYPL's  Science Industry and Business Library location at 
>188 Madison Ave at the corner of 34th St. New York, NY.
>
>
>October's Financial Planning Day will feature experts on such varied topics as the Affordable Care Act, Tax Planning, Retirement Planning, Estate Planning, Starting Your Own Business and Investment topics.
>
>
>I have attached a flyer which will provide you with additional 
>information. (Please post it wherever possible.) Also, please view our 
>website (www.nypl/fpd) for class descriptions and a list of the
>organizations participating in the Financial Fair.
>
>
>We look forward to having you join us on October 18th!
>
>
>Please feel free to invite friends, neighbors,colleagues, 
>relatives and  any others you believe will 
>benefit from the opportunity to hear from our distinguished
>speakers and mingle with representatives of government,
>and non-profit organizations.  
>
>
>
>
>All the best,
>
>
>
>Kathleen
>
>
>
>Kathleen Kalmes, CFA 
>Financial Resources Specialist
>Science, Industry and Business Library
>188 Madison Avenue
>New York, NY 10016
>consultkk at nypl.org
>212 592 7277
>
>
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