[Fredslist] Lunch and Learn: w/ NY Health: Is Your Portfolio Hazardous to Your Wealth? RSVP Today.

Kelly Welles kelly at wellesfinancialservices.com
Mon Nov 4 14:16:34 EST 2019


Dear Tribal Circuit Riders & Friends:
Please join me to hear NY Health veteran financial adviser - 30 years - John Evans, CFP, RIA, discuss 'How to Manage Your Money in These Uncertain Times.'  Learn How to Handle Increased Volatility, Minimize Risk and...Sleep at Night.  John owns Hudson Capital Management. He Manages client portfolios and advises non-profits.
Date: Wed. Nov. 6th, 12:30 to 2 PM. If you have not done so, RSVP by Monday, Nov. 4th by noon!

Location: Club Quarters, 40 West 45th Street, 2nd Fl. 
Members include attorneys, MDs, a psychotherapist, authors, entrepreneurs and diverse health advisers.

Guests are welcome. Remember, we are a non-compete group. Please call me to clear potential conflicts.  Reminder:NY Health Members: Lunches are prepaid by our membership. All attendees are warmly welcome! Please note dates for the rest of year are Gotham's Holiday Party, 12/03 and our NY Health Holiday Luncheon on 12/11. 
We've made sign-up easy. Circuit Riders and Friends, go to:
NY Health & Longevity Meeting

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NY Health & Longevity Meeting

NY Health & Longevity Group MeetingCome join us for a great networking experience! New location:Club Quarters...
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Kelly Welles, LUTCF
Serving Asset Protection and Longevity Planningfor 25 YearsCo-chair & GC, NY Health & Longevity


Kelly Welles, President         
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants 
Specializing in Insurance and Benefits
Cell   917-626-8590 Fax 646-518-1889
www.linkedin.com/in/kelly-welles
________________________
WELLES FINANCIAL SERVICES
Business & Personal Financial Strategies


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