The Kelly Group was proud to be a corporate table sponsor and attend the 25th Annual Harford Awards held at Water’s Edge Event Center on September 22nd. The event recognized and celebrated six Harford County businesses who have demonstrated business growth, increased employment, service to the community, unique and creative business strategies, technology innovation, support of public and private education, and working to enhance Harford County’s business climate. The Kelly Group is proud to have received the Harford Award in the service category in 2013 and we congratulate the 2016 winners!
The Kelly Group presented: Writing the Family Love Letter: How to Create Your Greatest Legacy at the Chesapeake Golf Bay Club at Rising Sun on Tuesday, September 20th. With thought-provoking stories of families in crisis, Bryan Kelly spoke about the benefits of creating a Family Love Letter to help provide families with guidance, clarity and peace of mind after a loved one’s incapacity or death.
Financial advisors Bill Kelly, CPA, CFP® and Chad Arrington, CFP® attended the Financial Planning Association national conference held on September 14-16 in Baltimore, Maryland. This conference (which is held in different locations around the country each year) annually draws more than 2,000 attendees from the global financial planning community, including over 1,000 CFP®’s. Among the various topics presented at the conference, Bill and Chad attended sessions on the future of financial planning in the digital age; best practices, training and career progression for financial planners and interns; asset protection strategies; and estate planning for IRAs and Qualified Retirement Plans.
One of the keynote speakers was Cal Ripken, Jr. who discussed implementing some of the same teamwork concepts from the game of baseball to running and operating a business. Brian Roberts, Chairman and Chief Investment Officer of T. Rowe Price, spoke about how a long-term investment perspective, diversity of thought, and collaborative culture are key to adapting to times of change.
The final photo features Chad Arrington (third from the left) with a few of the FPA NexGen financial planners and advisors who also graduated from Virginia Tech’s financial planning program.
On September 14th, Bryan Kelly, Michael Bertrand, and Charlie Wolpoff attended a special forum in Baltimore for Cambridge advisors. The forum focused on DOL rules set to transform our industry in 2017. As part of the forum, Charlie was invited to participate on a four-person panel that addressed how a financial planning practice thrives in the face of today’s challenging regulatory environment. In that discussion, Charlie emphasized The Kelly Group’s client-centric focus and team approach.
The Kelly Group held its semi-annual firm offsite meeting on Monday, September 12, 2016 at the Kaufman Cancer Center, in its Streett Conference Room. After a briefing on some of the medical community’s current initiatives in the local community by Ken Ferrara, Vice President and Executive Director at The Upper Chesapeake Health Foundation, members of our team spent the morning reviewing and presenting on firm and industry related topics.