The Kelly Group Professional Happenings
The New Century Council of Cambridge Investment Research, Inc. met in Newport Beach on May 3, 2017. Chad Arrington (pictured on far left) is a member of the council and attended and presented during the collaborative sessions focusing on topics such as helping advisors develop digital marketing strategies, as well as creating systems and processes for hiring and training new advisors. Amy Webber, President of Cambridge, joined by other Cambridge talent, worked with the council to discuss the future of the financial advisory profession.
Financial advisor, Chad Arrington, attended an economic update focusing on the recent trends and outlook for the U.S. and Maryland economies. The update was held at the Federal Reserve Bank of Richmond Baltimore Branch on January 18, 2017 and presented by Andy Bauer, the branch’s senior regional economist. Despite a lot of uncertainty, there are also many trends driving long-term growth in the economy. Pictured below are Chad Arrington (left) and Andy Bauer (right).
The Kelly Group offices will be closed Friday, December 23rd through Monday, December 26th so that our team may spend quality time with their loved ones. We will reopen on Tuesday, December 27th at 8:30am.
From our family to yours, wishing all of our clients and friends a Very Merry and Joy Filled Christmas!!
As part of The Kelly Group’s investment due diligence process, Charlie Wolpoff attended an investment forum hosted by Davis Advisors, one of TKG’s strategists. Presenters included Chris Davis (left) and Danton Goei, co-managers of the Davis funds held by TKG: Davis New York Venture and Davis Selected American funds. The Davis team provided a very informative and in depth analysis of the Davis investment discipline, their views of potential opportunities in today’s markets, the potential impact of the election, and insight into the wisdom of some of the greatest investment minds. Davis and Goei also addressed in considerable detail questions from the attendees. The Nov. 18 forum was held mostly in the historic New York Waldorf Astoria.
Our very own Bill Kelly was featured in “Legendary Locals of Bel Air” by Carol Deibel and Kathi Santora. The book features people and businesses who have helped Bel Air grow from wilderness in the 1780’s to today’s thriving town. You can find Bill’s story in Chapter 3 – The Economic Engines. So proud to work with our very own local legend!!!!
Jodi Davis was invited to speak at the Annual MACPA Personal Financial Planning Conference in Towson on October 25th. Her presentation, titled What Women Want (and Need) in a Financial Adviser, was made to CPA’s who are financial planners or business consultants advising clients in retirement and financial planning issues.
The Kelly Group is proud to announce that Chad Arrington is featured in the October edition of I95 Business (http://i95business.com/2016/10/generation-2/). The article spotlights Chad as one of the Next Gen professionals who are making their mark in our community.
On September 28, 2016, four members of The Kelly Group team travelled to Hershey, PA for the annual Premier Wealth Management Conference. Kathi Morlock, Jodi Davis, Charlie Wolpoff and Michael Bertrand attended the two day event filled with information on upcoming legislative changes, industry news and practice management tools. Jodi was invited to present to her peers on the effects of recent Social Security legislation.
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.
The Kelly Group is proud to announce that Charlie Wolpoff has acquired his designation as a Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠). The rigorous process of obtaining this designation has helped provide him with a thorough understanding of the complicated field of federal benefits and associated retirement planning. The continuous training available to him through the ChFEBC program will help him address particular needs of federal employees and retirees on an ongoing basis as federal benefits continue to evolve and change. If you have questions about the services The Kelly Group can provide in this or other areas, please feel free to contact our office at 410-893-0560 or firstname.lastname@example.org.
Each year Cambridge Research, our broker/dealer, invites its advisors to a very informative and highly inspiring conference, appropriately christened “Ignite”. Charlie Wolpoff, our Director of Financial Planning and Research, represented The Kelly Group at this year’s event, held last week in Chicago. Charlie brings back a wealth of information obtained from the conference, including the latest ideas on how to better help our clients meet their goals in a world growing more complex by the day.
For three days beginning June 22, Bryan Kelly visited the Newport Beach, CA headquarters of PIMCO, one of the world’s largest investment managers. Bryan was there to attend both PIMCO’s Advisory Council meeting and their annual due diligence conference. Bryan is one of a select number of advisors nationwide serving a two-year commitment on PIMCO’s Advisory Council. The purpose of the Council is to encourage candid conversations about its strategies and addressing client needs.