[Fredslist] Learn Personal Money Smarts at NYU/FPA Financial Fitness Day 9/29, 8:30-5

[Kelly Welles]

Hello Tribal Money Warriors,
 
For anyone who truly wants to understand how to make their money work harder and achieve real financial security, here's your opportunity to learn the inside track from leading CFPs and authors about investing, college funding, retirement dos and donts, building better credit scores, being smarter about social security and avoiding the most common mistakes with wills, trusts, healthcare proxies and special needs. This is one information-packed day not to be missed. For only $40.00. Please scroll below for details. And please share with a loved one or friend who can only benefit. Register soon.
 
Kelly Welles
Chair, Diversity
2006 Co-networker of the Year
Financial Planning Association
Presidents Council;
Founder, Malcolm S. Forbes Award
for Excellence in Advancing Financial Understanding
 
Kelly Welles, President           
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants 
Specializing in Insurance and Benefits
733 Third Avenue @46th St. Suite 200 
New York, NY 10017
Cell   917-626-8590
Fax   212-541-5900
________________________
WELLES FINANCIAL SERVICES
Business & Personal Financial Strategies

Kelly Welles is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.,. Securities and investment advisory services are offered solely by Equity Services, Inc., 733 Third Ave., Suite 200, New York, NY 10017. Tel: 212 986-0400. Member FINRA/SIPC, Broker/Dealer and Registered Investment Advisor Affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. Welles Financial Services is independent of Equity Services, Inc.

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