The Kelly Group Professional Happenings

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...

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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...

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The Kelly Groups welcomes Roy J. Meyers and his clients

  On December 5th, The Kelly Group held a meet and greet event for more than 100 clients of Roy Meyers and Associates, Ltd. at The Maryland Golf and Country Clubs.  A long-time friend of Bryan and Bill Kelly, Roy has incorporated The Kelly Group into his succession...

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Happy Thanksgiving from The Kelly Group

  The Kelly Group would like to wish all of our clients and friends a very safe and Happy Thanksgiving holiday. We are grateful for your continued trust in our firm. Our offices will be closed on Thursday and Friday, November 23rd and 24th so that our team can spend...

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The Kelly Group attends Davis Funds Forum

On November 3rd, Charlie Wolpoff, our Director Of Financial Planning & Research, and Joe Henninger, one of our Financial Planning Associates, attended the Davis Funds’ 2017 Advisor Investment Forum in New York City.  Portfolio Managers Chris Davis & Danton Goei, who...

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Jodi Davis speaks at MACPA Practitioners Conference

Financial Advisor, Jodi Davis, was asked to speak at the 2017 MACPA Practitioners Conference on Thursday, November 2, 2017 at Martin’s West. Jodi's presentation on Social Security Planning reviewed options and claiming strategies post the bipartisan changes of 2015....

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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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