The Kelly Group & Key Title, Inc. hosted a dinner for Financial Internships

The Kelly Group & Key Title, Inc. hosted a dinner for Financial Internships

Four local businesses, Freedom Federal Credit Union, Harford Mutual Insurance Company, The Kelly Group, and Key Title, Inc., hosted a celebratory welcome dinner on September 19 at the Maryland Golf and Country Clubs in Bel Air for four Harford Community College (HCC) graduates who were selected as 4Financial interns.

Kristen Butler, Amy Glab, Jennifer Koscinski, and Damian Mancuso were awarded full year, paid internships through the new 4Financial Internship Program at HCC. They will be spending 12 months gaining marketable experience while learning about the financial services industry. At the dinner, the students learned the location of their first assignment. Kristen will begin a rotation at Freedom Federal; Amy, Key Title; Jennifer, Harford Mutual; and Damian, The Kelly Group. Students will begin their internships in October. Learn more

Cusick earns CFP designation

Cusick earns CFP designation

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.

Wolpoff speaks at MACPA conference

Wolpoff speaks at MACPA conference

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.

Kelly, Davis and Arrington attend FPA conference

Kelly, Davis and Arrington attend FPA conference

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.

 

Annual Premier Wealth Management conference

Annual Premier Wealth Management conference

From September 12 – 14, Bryan Kelly, Michael Bertrand and Kathi Morlock attended the annual Premier Wealth Management conference in Hershey, PA.  The conference, attended by our peers in the mid-Atlantic region, included sessions on compliance, practice management, technology and leadership.  After the conference, Kathi and Michael enjoyed some of the Hershey attractions.

The Kelly Group welcomes Rick Fletcher

The Kelly Group welcomes Rick Fletcher

The Kelly Group is pleased to welcome to our firm our new Executive Vice President, Rick Fletcher. Rick, who joined The Kelly Group on August 1, 2018,  has more than 25 years of experience in the financial services industry, including roles as Regional Director for Edelman Financial Services and as Vice President Regional Planning Consultant for Fidelity Investments. More significantly, he also brings to The Kelly Group, a Bel Air-based financial services firm, the same passion for client service, community involvement, and stewardship of clients’ wealth exhibited by every TKG team member since our founding in 1997.

“We are thrilled by this addition,” says Bryan Kelly, co-founder and managing partner of The Kelly Group. “A leader in this industry and a long-time friend, he will be a trusted mentor to all of us, particularly our younger planners. As we continue to grow, Rick will play a vital role in helping us maintain the effectiveness of our processes and our laser-like focus on guiding clients toward their financial goals. Welcome, Rick!”

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. The Kelly Group and Cambridge are not affiliated. 54 East Gordon Street, Bel Air, MD 21014.