On May 17th, Financial Planning Associate, Joe Henninger, attended the Annual Academy of Finance Appreciation Breakfast. The event honored the board of directors and business and internship partners of The Edgewood Academy of Finance. Joe sits on the Academy’s advisory board.
The Kelly Group was once again a proud table sponsor of the 2018 Harford County Chamber of Commerce Military Appreciation Luncheon. Attending on behalf of the firm were (left to right) Chad Arrington, Michael Bertrand, Jodi Davis, Nicole Bengel, Chuck Wienckowski.
Financial advisor Jodi M. Davis once again presented her Social Security Strategies for Baby Boomers at Harford Community College on Wednesday, May 9th. The class, part of a series that Jodi teaches at the college and throughout the community, focused on the social security strategies that remain after recent legislative changes and how to maximize Social Security benefits.
On May 4th, The Kelly Group sponsored and attended the 2018 Bow Wow Boogie, an annual fundraising event held by The Humane Society of Harford County. Nicole Bengel serves on the Board of Directors of the Humane Society and attended the event accompanied by Kim Scott and Maria Gallippi of Kelly CPAs and Consultants.
The Kelly Group and Kelly CPAs found twice the reason to celebrate. On May 2, 2018, the firms threw a double surprise bridal shower for Client Service Associate Jacqueline Scott who will be marrying her fiancé Jason Reep on June 30th and also for CPA Marianna Cardon and her fiancé Eden Miche who will be tying the knot on May 19th. Congratulations and well wishes to both couples!