Economic Forum

Economic Forum

On January 18, more than 250 guests—including clients and friends of the firm—joined The Kelly Group for its 9th Annual Economic Forum.  The keynote speaker, as he has been for all the previous forums, was local economist Anirban Basu. One of the most recognized and popular economists in the region, Basu once again entertained and informed in his inimitable, witty style. The event, which has grown in attendance every year, was held at the Maryland Golf & Country Clubs.

 

Wienckowski attends PFP Summit

Wienckowski attends PFP Summit

On January 8 – 10, 2018, Chuck Wienckowski attended the 2018 AICPA Personal Financial Planning Summit in Rancho Palos Verdes, CA. The event is a gathering of industry leaders and experts providing an opportunity for learning and discussion concerning the ever-changing landscape of financial planning. Chuck observed, “One of the best features of the Summit is the intimacy, with roughly 125 planners all getting to know each other and form an instant community. With dedicated time to interact with each other, this collaboration of some of the most experienced minds in the financial planning profession allowed us to dive deep into practice issues, client opportunities and leadership.”  Pictured with Chuck are author and presenter Judith Glaser; and facilitator, TV business host and blogger, Jill Schlesinger.