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.
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!
On Tuesday, February 6, The Kelly Group team members gathered for one of our semi-annual “offsite” meetings in which we address our firm’s long-term strategy and vision. Held at the Maryland Golf and Country Clubs, this “offsite” included a motivating recap of our very successful 2017, and a team exercise in creating parameters for productive and interactive group discussions. Our Advisors and Financial Planning Associates also conducted a deep dive review into our investment process. We find these out-of-office meetings to be an excellent means of maintaining our edge and helping keep our laser-like focus where it always should be—providing our clients with the best possible service.
From January 29 – February 1, 2018, Chad Arrington and Michele Wolbert travelled to the home office of our Broker/Dealer, Cambridge Investment Research, Inc. in Fairfield, Iowa to participate in Cambridge’s Imbedded Leadership and Continuous Improvement programs. The Kelly Group is dedicated to our mission of seeking opportunities to better serve our clients’ needs.
On January 18, more than 250 guests—including clients and friends of the firm—joined The Kelly Group for its 9th Annual Economic Forum. The keynote speaker, as he has been for all the previous forums, was local economist Anirban Basu. One of the most recognized and popular economists in the region, Basu once again entertained and informed in his inimitable, witty style. The event, which has grown in attendance every year, was held at the Maryland Golf & Country Clubs.
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.