[Fredslist] Update re: Lunch & Learn Smart Financial Strategies for a post-Covid Economy. No Cost. RSVP requried.

[Kelly Welles]

Learn how Biden’s new spending and tax plan will affect you.  

Please note: One link will be sent Mon. May 3rd, close of business. 

Greetings Tribal Members & Friends!

The post-Covid economy will be unlike any other we have known. Will you be ready?
Please join us and find out.

The pandemic exposed serious weaknesses in both short and long term personal, family and business financial security. Financial loss and uncertainty also compromised emotional and physical well-being. Senior Investment Adviser John Evans and Risk Management Adviser Kelly Welles - two of Gotham's most experienced financial advisers in investments, banking and insurance will share valuable insights and sound solutions for strengthening your financial resilience with tax-smart income accumulation strategies plus investment approaches to leverage President Biden’s committed priorities and respond to the post-covid interest rate environment.   Bring questions. We look forward to a lively discussion!

Remaining Meeting Dates:  May 5, June 9, July 21, Sept. 22, Oct. 27, Dec. 6th.

>> Members include attorneys, MDs, authors, a psychotherapist & certified music therapist, health entrepreneurs, radio talk show hosts, event producers and diverse health advisers including specialists in age-prevention, stress reduction, brain & health optimization, cancer prevention, immune health and pet healing, ancient healing and financial well-being.
>> 
>> Guests AND Circuit Riders are warmly welcome. Invite your friends!
>> 
>> By popular demand base d on our last group meeting, will start with a brief guided calming and centering meditation by NY Health's Energy Healer Cheryl Lazarus.
>> 
>> Please RSVP. Mtg. limited to 25 attendees for optimum networking. One link will be
>> sent Monday, May 3rd, close of business.
>> 
>> If you are riding the circuit and plan to attend, please let us know.
>> 
>> We are looking forward to seeing everyone on Wednesday May 5th at 12:30.
> 
> Please note that our next meeting will be June 9th …… mark your calendar!
> 
>> To Your Health & Longevity!
>> 
>> Kelly Welles, LUTCF
>> Specializing in Asset Protection & Longevity planning for 25 Years.
>> Co-chair & GC, Gotham 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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