These Kelly Group “Olympians” grabbed the second place trophy at the annual Harford County Chamber Olympics held at The Arena Club on November 8th. Our competing athletes were Tom Cusick, Jordan Heaps, Michael Bertrand and Jacob Adkins. Chad Arrington, who sits on the Chamber’s Board of Directors, served as an event volunteer (and Kelly Group Team fan!) Great job guys!
The Kelly Group was the lead sponsor of the 7th annual “Stir up the Dust” fundraiser and 15th anniversary celebration of Chesapeake Therapeutic Riding. The organization, located in Street, Maryland, brings healing and learning to individuals and groups whose minds, bodies and spirits will benefit from the transformative connection between people and horses. Attending from The Kelly Group were Jodi Davis and husband Mark, Michael Bertrand and wife Denise and Nicole Bengel and husband Nick. Jodi served on the anniversary planning committee.
On November 3rd, The Kelly Group sponsored and attended the 2018 Upper Chesapeake Health Foundation Starnight Gala at the Baltimore Marriott Waterfront Hotel. The annual fundraising event helps the Foundation in its mission to support Upper Chesapeake Health (UM UCH) as it strives to provide our community with the finest healthcare and ancillary services around.
Congratulations to Tom Cusick, a Financial Planner with The Kelly Group, who officially became a CERTIFIED FINANCIAL PLANNER™ professional on October 28, 2018. He obtained this designation when he completed the third of three requirements—i.e., completing two years of related experience. He had finished the required course work in May 2016 and passed the rigorous exam November 14, 2017.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
There are currently five CERTIFIED FINANCIAL PLANNER™ professionals on The Kelly Group team.