The Kelly Group Professional Happenings

Wolpoff attends Davis Forum

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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.

The Kelly Group’s Tax Planning Seminar

The Kelly Group held its annual Year End Tax Planning Seminar for clients and guests on November 3rd at Maryland Golf & Country Club.  Presenter Chuck Wienckowski, CPA/PFS, CDFA®, AEP® discussed several areas to consider in year end tax planning and provided an overview of proposed new tax changes.

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Bill Kelly named “Local Legend”

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!!!!

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Jodi speaks at MACPA PFP Conference

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. 

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The Kelly Group attends annual conference

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.

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The Family Love Letter travels to Cecil County

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.

 

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Kelly and Arrington attend FPA Conference

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.

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The Kelly Group attends Special Forum

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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 holds Strategic Planning Session

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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.

Wolpoff earns ChFEBC

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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 mwolbert@kellygrouponline.com

Charlie Wolpoff attends Ignite Conference

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.

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Bryan Attends PIMCO Advisory Council

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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.

Michele attends Cambridge Investment Research, Inc. conference

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Michele Wolbert traveled to Fairfield, Iowa to attend the Cambridge Investment Research Office Solutions Workshop. The three day conference was an intense overview of the practice management tools and industry related resources available to Cambridge advisors and team members to better serve and assist our clients. Pictured with Michele is Luann Morton, Cambridge Operations Manager.

Jodi Davis speaks at Upper Chesapeake Medical Center

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Jodi Davis of The Kelly Group was invited to give a presentation on “The Five Financial Mistakes Most People Make” to volunteers and staff of Upper Chesapeake Medical Center. Jodi also teaches a course on this and several other financial planning related topics at Harford Community College.

Wolpoff awarded Accredited Investment Fiduciary® Designation

Charlie Wolpoff of The Kelly Group has been awarded the Accredited Investment Fiduciary ® (AIF®) designation from the Center for Fiduciary Studies ™ (the Center), the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

 

Fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF designation.

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How do you quiet the “noise”?

The Kelly Group hosted an educational seminar for clients and friends at Maryland Golf & Country Club. Keynote speaker Brian Casey of American Funds talked about the importance of adhering to a goal-based, long-term investment strategy and why it’s important to stay focused on your plan despite all the unsettling headlines and “noise”.

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Bryan Kelly speaks at Upper Chesapeake Health

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On May 24th, Bryan Kelly was invited by the Upper Chesapeake Health Foundation to speak to its board members and volunteers on Kelly Total Wealth…a program that emphasizes the importance of comprehensive planning including planning for the ultimate legacy: your family’s peace of mind after your incapacity or death.

 

The Kelly Group speaks at Upper Chesapeake Medical Center

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The Kelly Group was invited by the Upper Chesapeake Health Foundation to speak to its hospital volunteers in a series of four financial planning topics. In the first of the series, financial advisor Jodi Davis presented on the recent legislative changes to social security and how they might impact social security strategizing as a part of one’s overall retirement planning.

The Kelly Group visits Franklin Templeton

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2016.03.18 – Three members of The Kelly Group’s Investment Committee traveled to Short Hills New Jersey to visit with portfolio managers of Franklin Templeton, one of the mutual fund companies we utilize. Flanked by Chad Arrington and Charlie Wolpoff on the left, and Joe Henninger on the right, is Philippe Brugere-Trelat, co-Portfolio Manager of Franklin Mutual Global Discovery Fund.