[Fredslist] Thank you Kelly Welles!
Geraldine Newman
newthynk at aol.com
Mon Oct 17 17:28:04 EDT 2016
Adding to Corey’s shout-out: YES! Kelly Welles is jewel of a resource! To know her is to profit from the experience.
Geraldine Newman
Geraldine Newman
Chief Creative Officer
N E W T H Y N K
New York, NY 10021
212.988.3395
www.newthynk.com
> On Oct 17, 2016, at 9:46 AM, Corey Bearak <bearak at me.com> wrote:
>
> Gotham,
>
> This past Friday evening, October 14, at 8:30 p.m., Kelly Welles ventured to the “interlands” of Brooklyn far from any subway lines (You should see the transit directions at MTA.info <http://mta.info/>!) to share her wealth of knowledge with members (and some spouses) of my FDR Lodge 613 Knights of Pythias. At our calendar (planning) meeting this summer I got the bright idea when someone (also the Chief Deputy Supreme Chancellor for order worldwide) to suggest I could find people for several session on retirement and in-retirement planning. I met with Kelly not intending to drag her to Brooklyn but to scope out the sessions intelligently and then (my plan was to) determine who in the tribe I might prevail upon to present at each session.
>
> Well Kelly insisted on speaking at session one,
> Financial Planning for and In Retirement:
> "People don't plan to fail. They fail to plan.”
> Addressing the five most common ("greatest") planning retiree planning risks: 1-Failure to pay off loans; 2-Investment strategy risk - longevity, or outliving one's savings; 3-Social security as an afterthought; 4-Health risks; 5-Waiting to buy insurance.
>
> Well Kelly delivered on her wealth of information and expertise drom more than 25 years of corporate banking, investment, insurance and business consulting experience to helping business owners and individuals achieve greater financial security.
>
> Many know she is a member of the Board of Governors of the Accountants Club of America and the President's Council of the Financial Planning Association of New York, and a member of the Board of Directors of Savvy Ladies, a non-profit organization dedicated to free financial education for women.
>
> Members posed questions than ran the gamut from long-term care (Fred's fave “raise your hand who has it” topic.) to when to take social security.
>
> And from my perspective all the right Pythian Brothers asked for her business card.
>
> The motto of our New York Grand Lodge — found on our website <http://knightsofpythiasnewyorkgrandlodge.com/> (of my design by the way), “We Help People.” Sort of similar to Gotham’s "It’s better to give than receive.”
>
> Well Kelly Welles exemplifies both.
> -Corey
>
> p.s. I have two more series to schedule (tentative topics: "trusts & estates” and “social security”)
> Corey B. Bearak, Esq.
> Government & Public Affairs Counsel
> Networker of the Year-2012| co-chair, GOtham GREEN® | Gotham Towers | LI Legal | co-chair, Brooklyn Power Breakfast | co-chair, Staten Island Gotham | Gotham Sponsorships Chair
> P.O. Box 135, Glen Oaks, NY 11004
> (718) 343-6779 ♦ facsimile (888) 379-3492
> Corey at CoreyBearak.com <mailto:Corey at CoreyBearak.com> ♦ StrategicPublicPolicy.com <http://strategicpublicpolicy.com/> ♦ Bearak on Twitter <http://twitter.com/Bearak>
> Author, The Public Ought To Know <http://intelligentarts.net/2016/07/oughttoknow>, available on Kindle <http://tiny.cc/lt6wpx> and Nook <http://tiny.cc/wx6wpx> and Apple devices <https://itunes.apple.com/us/book/the-public-ought-to-know/id945807340?mt=11>
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> [sent from my MacBook Pro]
>
>
>
>
> Begin forwarded message:
>
> From: Kelly Welles <kelly at wellesfinancialservices.com <mailto:kelly at wellesfinancialservices.com>>
> Subject: Fw: Warehouse Automation Seminar - November 17, 2016
> Date: October 14, 2016 at 12:02:07 PM EDT
> To: Corey Bearak <bearak at me.com <mailto:bearak at me.com>>
> Reply-To: Kelly Welles <kelly at wellesfinancialservices.com <mailto:kelly at wellesfinancialservices.com>>
>
> Hi Corey,
>
> Anything of interest to you? Might be an interesting program for Queens manufacturers? Dani Kaplan is a long time friend and highly networked. Let me know should you be interested in a virtual intro.
>
> Kelly
>
> Kelly Welles, President
> wellesfinancialservices.com <http://wellesfinancialservices.com/>
> Trusted Advisor to Attorneys and Accountants
> Specializing in Insurance and Benefits
> Cell 917-626-8590 <applewebdata://1D24FBAC-F70B-4D64-8A89-6C717250FCB5>
> ________________________
> WELLES FINANCIAL SERVICES
> Business & Personal Financial Strategies
>
>
>
> ----- Forwarded Message -----
> From: Dani Kaplan <dani.kaplan at smcdata.com <mailto:dani.kaplan at smcdata.com>>
> To: Kelly Welles <kelly at wellesfinancialservices.com <mailto:kelly at wellesfinancialservices.com>>
> Sent: Tuesday, October 11, 2016 12:39 PM
> Subject: Warehouse Automation Seminar - November 17, 2016
>
> Hi Kelly
>
> I Would appreciate if you could forward the seminar invite to your clients. If they can’t attend I’ll be happy to arrange a personal demo.
>
> I would like to wish you and your family a Happy and Healthy New Year.
>
>
>
> Seminar Topics
> Warehouse Design
> Equipment Solutions
> Effective Receiving and Put-Away
> Pallet License Plates for Lot and Date Tracking
> Catch weight processing
> Simplify Loading on Vehicles for Companies who have Truck Fleets
> Manage Vehicle Capacity Limits
> Managing Parcel, LTL and Pick-up
> Roadnet Integration for effective Route Planning
> Managing Inventory Allocations
> Using RF Guns or Voice for Effective Picking
> Confirm Delivery and Track Returns
> Use Mobile Devices for Proof of Delivery Signature Capture
> Route Sales
> Risk Prevention utilizing Technology and Supply Chain Analysis
> Risk Transfer and Contractual Issues
>
>
> Register Here <http://r20.rs6.net/tn.jsp?e=001TOgFmFRqL4mZRGa6xLvowmQtXHsc1HmAQxu7QoKgGU8K7qO3Z1JUk9ShE9Lx8W30xKW6Rrn1TqFiZ6095eRwlJdKz4HMluHzEgQG8C3XVFPM-1L79rh_Lul4MvtEenRSh9780nAzOhdtAOjd0a-kWP4X3Jfiu-2N>
>
> SMC Data Systems, 60 Sutton Place South, New York, NY 10022
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> Sent by dani.kaplan at smcdata.com <mailto:dani.kaplan at smcdata.com> in collaboration with
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