[Fredslist] INVITE: 11TH Annual NYU/FPAFinancial Fitness Workshop, Sat, 9/23. RSVP.
Kelly Welles
kelly at wellesfinancialservices.com
Wed Sep 18 16:00:39 EDT 2013
Tribal Money Warriors...listen up!
Increase your financial IQ in only one day.
Don't miss Annual Financial Fitness Workshop Sat., Setp. 28 at NYU. Spend valuable time with seasoned CPA instructors, attorney Bernie Krooks, and learn the latest information about annuities, investments, constructing an investment portfolio, healthcare, credit scores, retirement, wills, trusts & estate planning and more.
YOURS for just $40.00!*
Financial leaders Ed Slott, "America's IRA Expert" and radio host; and PBS Host and author of Money $marts Jonathan Pond will keynote breakfast and lunch respectively. Agenda attached. Reserve your space at www.fpany.orgor call 877-773-7269.
Kelly Welles
Preisdents Council, Financial Planning Assn.
Founder, FPA Malcolm S. Forbes Award for Excellence in
Advancing Financial Awareness.
Co-chair, Gotham NY Health & Aging
2006 Gotham Networker of the Year
*Proceeds go to Project Renewal.
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.
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