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.
On Tuesday, October 23, The Kelly Group’s Charlie Wolpoff spoke on Legacy Planning at the MACPA’s annual Personal Financial Conference in Towson. Charlie discussed the significance of moving beyond basic estate planning with a Legacy Planning process. Legacy Planning is not just about protecting and preserving the family assets; it is about protecting and preserving the family, while helping us craft a meaningful and loving legacy. The conference was attended by CPAs who are financial planners and business consultants who advise clients in retirement and financial planning issues.
From October 3rd through October 5th, Bryan Kelly, Jodi Davis, and Chad Arrington attended the annual Financial Planning Association conference in Chicago. The informative and educational conference included a talented line up of industry professionals. The presentations offered timely, fresh and thought-provoking insights on such planning-related topics as retirement income strategies, asset class diversification, and behavioral biases.
On October 13th, The Kelly Group was honored to again sponsor and attend the Harford County Public Library Foundation’s annual “An Evening in the Stacks” gala. The proceeds for this fundraising event support the library’s various programs and resources. Attending on behalf of The Kelly Group were Chad and Daria Arrington and Rick and Vanessa Fletcher.