[Fredslist] Re: Kiplinger's/FPA Sat. Oct. 4th One Day Fitness
Workshop at NYU...for a song.
Kelly Welles
kelly at wellesfinancialservices.com
Fri Sep 19 14:50:48 EDT 2008
Dear Gothamites,
This event is almost sold-out. Don't miss it! Now more than ever.
Financial fortunes and personal nest eggs are experiencing seismic shifts (down). The Misery Index continues to soar. 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 survival information to better steer their own financial life boat
Read below. Come share 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. Maria Bartiroma 2008 recipient.
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 its 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
WELLES FINANCIAL SERVICES
Optimizing Personal Financial Assets
wellesfinancialservices.com
Kelly Welles, Managing Director
(917)626 8590
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