01.22.2016 : The Kelly Group held its semi-annual firm offsite strategic planning meeting at Maryland Golf & Country Club
200 clients and guests joined us for a fun filled and educational evening featuring keynote speaker and local economist, Anirban Basu.
Chuck Wienckowski attended the Advanced Personal Financial Planning Conference
Jodi Davis spoke at the Financial Planning Association of Maryland’s monthly membership meeting, to review the recent changes in Social Security. She discussed the recent law changes made by Congress, as part of the Bipartisan Budget Act of 2015, and specifically, the provision of the bill called “Closure of Unintended Loopholes”, that addresses two Social Security claiming strategies that has become very popular with baby boomers.