Charlie Wolpoff, The Kelly Group’s Director of Financial Planning and Research, traveled to Chicago the week of July 11 to attend the 2018 Morningstar Investment Conference. This annual event provides diverse and cutting-edge insights into developments on financial advice and investing. Speakers at the conference included Walter Bettinger, CEO of Charles Schwab; Morningstar CEO Kunal Kappor; Kevin Kelly founding executive editor of Wired Magazine; and legendary investor and perma-bear Jeremy Grantham. One of the highlights of the conference was an interview with Nobel laureate Daniel Kahneman, a pioneer in the field of Behavioral Finance. Morningstar is a leading provider of independent investment research.
On June 3rd, Financial Advisor and CPA, Chuck Wienckowski, completed his fourth “Escape from Alcatraz” triathlon in San Francisco, California. One of 1,570 triathletes, Chuck completed the 1.5 mile swim, 18 mile bike ride and 8 mile run in 5 hours and 10 minutes. Way to go, Chuck!!!
On May 31st, The Kelly Group sponsored and participated in the annual Harford County Chamber of Commerce mini-golf tournament at Jurassic Golf in Bel Air. The event raises funds for the Chamber’s annual college scholarships which will be awarded later this month. The Kelly golfers included (from left to right) Joe Henninger, Michele Wolbert, Betty Lam, Jordan Heaps, Logan Gasior (intern), Zach Smith (intern), Tom Cusick and Chad Arrington.
The Kelly Group was a proud sponsor of the annual Albert P. Close Foundation Black Eyed Susan fundraiser held at Rockfield Manor on Friday, May 18th. The Foundation raises money to support our at-risk youth and also funds the “Hold Them Close” program at University of Maryland Upper Chesapeake Health, which is committed to supporting mothers struggling with substance abuse and their babies who are born drug dependent. Attending on behalf of The Kelly Group were Kathi Morlock, Michele Wolbert and Nicole Bengel. Michele serves on the board of directors of The Close Foundation and co-chairs the event.
Chad Arrington and Tom Cusick attended the PIMCO 2018 Wealth Management Forum in New York City on May 21-22. The forum was held at the New York Stock Exchange, providing an opportunity for Chad and Tom to tour the trade floor and experience both opening and closing bells. Featured speakers included directors and managers of PIMCO’s various fixed income strategies, who shared insights from their secular outlook for fixed income and the U.S. and global economies, in addition to updates on their processes and approaches for managing fixed income/bonds in a rising interest rate environment and times of uncertainty.