[Fredslist] Kiplinger's/FPA Sat. Oct. 4th One Day Fitness Workshop at NYU...for a song.

Kelly Welles kelly at wellesfinancialservices.com
Wed Sep 10 18:18:27 EDT 2008


Dear Gothamites,
   
  Financial fortunes are shifting. The misery index is rising. Those who weather today's economic turbulence successfully keep their eyes and ears open and are governed by a few sound priniciples and some very wise men a women who are certified financial planners and who have decades of experience helping their clients navigate previous  treacherous financial cycles. There isn't anyone who can't learn useful information to better steer their own financial life boat.
   
  Read below. Come spend a few hours in the presence of pundits where your questions will be warmly welcomed and sagely answered. Register today. Only $30.
   
  Kelly Welles, Risk Manager, Price Raffel & Browne NY
  The Financial Planning Assn. of NY
  Co-creator the Malcolm S. Forbes Award for Excellence in Advancing
  Financial Understanding among the Public, for the FPANY, www.fpany.org.
   
  Sixth Annual
  Financial Fitness Workshop
  A ONE-DAY OPPORTUNITY TO HELP YOU ACHIEVE FINANCIAL SUCCESS
   
  You will get a wealth of wisdom from Certified Financial Planners® and you will be able to select from a variety of sixteen sessions including:
   
    MAKING IT LAST - Will you
  outlive your money?
   
  INVESTMENTS - Putting together
  a portfolio
   
  WRITING A WILL - What you
  need to know
   
  WINDFALL - What to do with
  your inheritance or sudden
  money
   

  MUTUAL FUNDS/ ETFS - The basics about picking funds
  FINANCIAL SANITY - A stress-free guide to budgeting and debt
   
  SOCIALLY RESPONSIBLE INVESTING
    - What it’s all about
   
CREDIT SCORES AND IDENTITY THEFT - What matters most
   
  When:                   SATURDAY, OCTOBER 4, 2008
  8.00am 5.00 pm
   
  Where:                  New York University School of Law
                                       Vanderbilt Hall, 40 Washington Square South, New York
   
  Cost: $30.  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.
   
  REGISTER at www,fpany.org or CALL 877-773-7269 
   
  Morning Panel: Market Insights from Kiplinger's Personal Finance Magazine Panel comprised of Members of the Editorial Board of Kiplinger's
   
  Lunch Keynote Speaker: Don Phillips - Managing Director, Morningstar Inc.
   
   


  WELLES FINANCIAL SERVICES
Optimizing Personal Financial Assets
wellesfinancialservices.com
Kelly Welles, Managing Director
(917)626 8590
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