[Fredslist] Kiplinger/FPANY Eighth Annual Financial Fitness Workshop, 10/8, NYU $40 all day.

[Kelly Welles]

For Gothamites interested in learning how to better navigate today's and tomorrow's personal financial landscape, here's a one day all day seminar by top professionals in their fields. Not to be missed. Scroll below.
 
Kelly Welles. Presidnet & CEO
Welles Financial Services
Co-shair Diversity
Founder of the Malcolm Forbes Award for
Excellence in Advnancing Financial Understanding
Financial Planning Association of NY


                           Eighth Annual 




      Financial Fitness Workshop
            ONE-DAY OPPORTUNITY TO HELP YOU ACHIEVE FINANCIAL SUCCESS 
  
You’ll get a wealth of  wisdom from Certified  Financial Planners® ,  and you’ll be able to select from sixteen different sessions including: 
  
CREDIT SCORES, CREDIT REPAIR,      What You Don’t Know Can Hurt You 
AND IDENTITY THEFT                 
  
THE QUEST FOR INCOME                    Bonds, Stocks and Cash 
  
SOCIAL SECURITY                               Get the Scoop 
  
LONG-TERM-CARE INSURANCE           A Necessary Evil? 
  
MUTUAL FUNDS/ETFs                          The Basics of Picking Funds 
  
LIFESTYLE CHOICES                           Stress-Free Budgeting 
                                                            and Debt Management 
  
IRA’S/ROTH IRA’S                                To Convert or Not? 
  
LESSONS FROM THE TURMOIL           Your Retirement Portfolio 
  
WHEN: Saturday, October 2, 2010 8:00 am—5:30 pm 
  
COST:           $40. 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. 
  
WHERE: New York University School of Law need to move from the streets to health, Vanderbilt Hall, 40 Washington Square South, New York, NY 
  
MORNING PANEL: Market financial insights from a panel of Kiplinger’s Personal Finance editors 
  
LUNCHEON KEYNOTE SPEAKER: RUSSEL KINNEL, Director of Mutual Fund Research for Morningstar, Inc. and author of Fund Spy: Morningstar’s Inside Secrets to Selecting Mutual Funds that Outperform 
  
FPA           Kiplinger’s         NYU         
Reserve your space at www.fpany.org or call 877-773-7269 
  
Kelly Welles, President & CEO
wellesfinancialservices.com 
Trusted Advisor to Attorneys and Accountants 
Premier Insurance and Benefits Specialist  
Cell  917-626-8590 
 





WELLES FINANCIAL SERVICES
Optimizing Business & Personal Financial Assets
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