[Fredslist] Kiplinger/FPANY Eighth Annual Financial Fitness Workshop, 10/2, NYU $40 all day.

[Kelly Welles]

For Gothamites interested in learning sound solutions 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. "People don't 
plan to fail. They fail to plan."

 
Kelly Welles. President & CEO
Welles Financial Services
Co-chair Diversity
Founder of the Malcolm Forbes Award for
Excellence in Advancing Financial Understanding
Financial Planning Association of NY

                           Eighth Annual  
      Financial Fitness Workshop 
            ONE-DAY OPPORTUNITYTO 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, 20108:00 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 YorkUniversitySchoolof 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 atwww.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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