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 would like to wish all of our clients and friends a very safe and Happy Thanksgiving holiday. We are grateful for your continued trust in our firm.
Our offices will be closed on Thursday and Friday, November 23rd and 24th so that our team can spend time with their loved ones.
On November 3rd, Charlie Wolpoff, our Director Of Financial Planning & Research, and Joe Henninger, one of our Financial Planning Associates, attended the Davis Funds’ 2017 Advisor Investment Forum in New York City. Portfolio Managers Chris Davis & Danton Goei, who manage the Davis New York Venture Fund, discussed their thoughts on the last year, and expectations for the future. Chris and Danton presented several sessions, such as Building Long-Term Wealth: Lessons from 60 Years on Wall Street, and Global Market Outlook & Four Investment Themes for the Coming Decade. Charlie and Joe also joined Davis for their open Q&A session, where they discussed management succession planning, and the structure and focus of Davis’ broad team of analysts. Attending conferences of this type held by our strategists is just one aspect of The Kelly Group’s ongoing investment due diligence process. Pictured from left to right are Joe, co-Portfolio Manager Danton Goei, and Charlie.
Financial Advisor, Jodi Davis, was asked to speak at the 2017 MACPA Practitioners Conference on Thursday, November 2, 2017 at Martin’s West. Jodi’s presentation on Social Security Planning reviewed options and claiming strategies post the bipartisan changes of 2015. She also discussed some of the missteps or mistakes made by claimants and SSA personnel when filing for benefits.