[Fredslist] 9th Annual Forbes/FPA Financial Planning Workshop, NYU, Sat. 10/1. Just $40.00. Register today!

[Kelly Welles]

Hello along the network...
 
"People don't plan to fail. They fail to plan."  Here's your chance to plan.
 
There are proven ways to make your money work harder. Some of the smartest, 
time-tested strategies will be shared at this annual all-day Financial Fitness 
Workshop sponsored by Forbes Magazine, The Mint.com and MoneyLand under the 
auspices of the Financial Planning Assn. of NY.  Please pass along to your 
friends.
 
Learn which opportunities financial planners are advising their clients about in 
order to better protect income and assets, reduce expenses and taxes, ensure 
college educations and stress-free retirements and have greater peace of mind in 
today's uncertain economic climate. 

 
Bring questions. Hear case histories. Discover how such tools as Alternative 
Investment Strategies, Creating Multiple Retirement Streams, How to Have a 
Tax-Free Retirement, Understanding Insurance Needs and how Making the Most of 
Credit Scores can make a staggering difference to stretching every dollar.  
Enjoy a FREE Brown Bag Lunch and all-day coffee and maybe even making new 
friends.
 
Scroll below for announcement details and how to RSVP.
 
Hope to see you there!
 
 
Kelly Welles
Chair, Diversity
Dir. Presidents' Counsel, Financial
Planning Assn.
Founder, Malcolm S. Forbes Award for
Excellence in Financial Understanding

  
Kelly Welles, President
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants
Premiere Insurance and Benefits Specialist
Member NL Financial Alliance
733 Third Avenue @46th St. Suite 200New York, NY10017Cell  917-626-8590 
Fax   212-541-5900__________________________________________
WELLES FINANCIAL SERVICES
Optimizing Business & Personal Financial Assets





 




 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
 
 
  
  
 

  Annual Financial Fitness Workshop  
  
 
 

  A 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 16
different sessions 
 

 
  
Creating Income Streams: Stocks, Bonds, Preferreds & Cash
 
WILLS, Living Wills, 
      Heathcare Proxies, POLTs
 
Insurance needs: Life, Property & Casualty, Elder Care
 
CREDIT Scores, credit  repair 
      & identity theft 
 

 
  
CREATING A FINANCIAL PLAN
 
CONSTRUCTING YOUR PORTFOLIO
 
ALTERNATIVE INVESTMENTS:
      Hedge Funds, Commodities, REITs
 
Making the most out of less: 
      Smart Planning Techniques
 
PAYING YOURSELF IN RETIREMENT 
 
 
 
 
 
 
  
 
 
 
 

 
 LUNCHEON KEYNOTE ADDRESS: Tom Ajamie, a lawyer who has been fighting to recover 
funds for the victims of fraud for more than 20 years, is the co-author of 
“Financial Serial Killers” which offers investors of all ages and financial 
stages, tips on how to detect con men, protect their savings, and separate good 
advisors from bad.   

 
 
 
 
 

 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. 

 

 
  
 Reserve your space at
www.fpany.org
or call 877-773-7269 
 
 
 
 
  

  WHEN: Saturday, October 1, 2011 8:00 am—5:30 pm  
  
 
 

 
 WHERE: New York University School of Law, Vanderbilt Hall, 40 Washington Square 
South, New York, NY 

 
 

 
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