[Fredslist] INVITE: 11TH Annual NYU/FPAFinancial Fitness Workshop, Sat, 9/23. RSVP.

[Kelly Welles]

What keeps you up at night? 
 
 
 
 
Don't miss Annual Financial Fitness Workshop Sat., Setp. 28 at NYU. Spend valuable time with expert CFP instructors, renowned 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. You'll acquire valuable insights, defensive planning strategies and tax-wise tools that can make a material
difference to your financial security.
 
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.org or 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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