The Kelly Group Professional Happenings

Kelly CPAs & Consultants host tax reform seminar

  On November 2nd, Kelly CPAs and Consultants hosted an educational seminar for clients and their guests on The State of Tax Reform. Presenter Chuck Wienckowski spoke on the seven steps of a tax bill becoming tax law and reported on the up to the minute tax bill...

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TKG attends Premier Wealth Management Conference

On October 5th & 6th, The entire Kelly Group team traveled to Hershey, PA to attend the annual Premier Wealth Management Conference. After the conference sessions on compliance, practice management, technology and leadership, our team took time to enjoy several...

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The Kelly Group panel event draws crowd

        In an event showcasing The Kelly Group’s depth and breadth of talent, a panel of TKG advisors addressed a variety of topical issues in front of a large gathering of clients and friends. The September 28 forum, held at the Maryland Golf and Country Club,...

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Bryan Kelly attends Wharton/IMCA Conference

In a busy month for travel and educational conferences, Bryan was able to spend a day (September 11) in Philadelphia at a conference held jointly by the prestigious Wharton School of Business and the Investment Management Consultants Association. Among the speakers...

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Bertrand attends technology forum

Director of Operations, Michael Bertrand, attended the annual Albridge Forum on Thursday September 14th in Washington D.C.  The event was a technology forum for our performance reporting software designed to showcase market trends and emerging...

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The Kelly Group attends Ignite conference

  On September 13-15, Bryan Kelly, Michele Wolbert and Jodi Davis attended the annual Ignite conference in Dallas, Texas. The conference, held each year by our broker/dealer, Cambridge Investment Research, Inc., was attended by more than 1800 professionals in our...

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The Kelly Group hosts industry professionals

On July 17, The Kelly Group hosted several industry professionals at an all-day conference to discuss industry trends and opportunities in the ever-evolving wealth management industry. Reflecting The Kelly Group’s respected standing, our guests traveled significant...

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Bryan Kelly on PIMCO Advisory Council

        From June 27-29, Bryan attended the PIMCO Independent Financial Advisor Advisory Council meeting at PIMCO headquarters in Newport Beach, CA.  Bryan is a founding member of PIMCO's Advisory Council, which consists of a select number of advisors nationwide. The...

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Bryan Kelly meets with Cambridge Top Execs

From June 11-14, Bryan Kelly met with top executives of Cambridge Investment Research, Inc.--The Kelly Group’s Registered Investment Advisor-- to discuss challenges and opportunities posed by significant recent developments in the financial services industry. Among...

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Arrington attends New Century Council Meeting

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...

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8th Annual Economic Forum

2017 January 19 – The Kelly Group hosted its 8th Annual Economic Forum at Maryland Golf & Country Club.  Nearly 240 clients and guests joined us for a fun filled and educational evening featuring keynote speaker and local economist, Anirban...

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Arrington attends Federal Reserve Update

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,...

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Office Closed

Our office will be closed on Monday, January 2nd, in observance of the New Year holiday. The Kelly Group Team would like to thank all of our clients for their continued confidence and we look forward to working with you in 2017 and beyond.  From our family to...

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Kelly Group Holiday Closing

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...

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Wolpoff attends Davis Forum

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...

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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...

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