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 landscape of financial planning. Chuck observed, “One of the best features of the Summit is the intimacy, with roughly 125 planners all getting to know each other and form an instant community. With dedicated time to interact with each other, this collaboration of some of the most experienced minds in the financial planning profession allowed us to dive deep into practice issues, client opportunities and leadership.” Pictured with Chuck are author and presenter Judith Glaser; and facilitator, TV business host and blogger, Jill Schlesinger.
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 strategy. As he transitions from his tax and accounting practice, and devotes a greater portion of his time to Wealth Management, The Kelly Group will help supplement his firm’s Wealth Management services. At the same time, we are honored that he has chosen Kelly CPAs and Consultants, LLC as the successor to his tax practice. Roy’s wife, Peggy, spoke on behalf of Roy (who did not attend due to illness). Thanking attendees for their steadfast loyalty, she looked back at the firm’s impressive history, and forward to this new relationship. Peggy conveyed Roy’s high degree of confidence in The Kelly Group, and his conviction that his clients will find that the Meyers and Kelly firms—both based in the heart of Bel Air—share a common commitment to maintaining a culture of high quality, client-first service. Bryan Kelly concluded the enjoyable evening by introducing to Roy’s clients the members of our deep, diversified, and talented Kelly team.
The Kelly Group was a proud headlining sponsor, and Bryan and Katherine Kelly were the honorary co-chairs of the 13th Annual Harford County Library Foundation Gala, “La La Library”. The event, held on November 4th at the Abingdon Library, raised over $100,000 to support the Library’s many programs and initiatives. Katherine Kelly serves on the board of the Library Foundation.
Lesley Lookingbill attended the Harford Family House leadership breakfast held at the Vandiver Inn in Havre de Grace on Giving Tuesday, November 28th. Lesley (pictured with HFH board members Eric Rebbert and Matt Hurff, co-chair) serves as the treasurer for the non-profit.
The Kelly Group was happy to once again sponsor and participate in the annual Thanksgiving Day Turkey Trot to benefit the Y of Central Maryland. Participating in the 5K on behalf of The Kelly Group are (from left to right) Chad Arrington, Daria Arrington (with baby Ruby Leigh!) and Maria Gallippi.