Upcoming Kelly Group Events
The Kelly Group
cordially invites clients and guests to
Words of Wisdom:
Our Financial Advisors Share Their Experience
and Advice on Today’s Pressing Concerns
Panel Discussion Moderated by Founding Partner, Bryan Kelly
Thursday, September 28, 2017
6:00 – 8:30 PM
Maryland Golf & Country Club
1335 E. MacPhail Road, Bel Air, MD 21015
RSVP to Nicole Bengel at
How can you and your family better navigate your financial path through this increasingly complex and confusing world? How do you separate “noise” from substance in today’s financial media? Join us for a lively interactive panel discussion as moderator Bryan Kelly taps into the deep experience and extensive knowledge of TKG advisors to address a broad array of potentially life-changing, money-related topics.
Our Panel of Financial Advisors:
Bryan Kelly, Partner, CFP®; Jodi Davis, Principal, Chuck Wienckowski, Principal, CPA/PFS, CDFA®, AEP®; Chad Arrington, Financial Planner, CFP®, and Charlie Wolpoff, Director, Financial Planning and Research, CFP®, JD, LL.M, AIF®, ChFEBC ℠.
Limited seating available for this exclusive invitation only event.
Upcoming Harford Community College Courses
Jodi Davis and Charlie Wolpoff will once again be teaching financial courses at Harford Community College. Jodi continues her very popular Savvy Woman Series and Charlie addresses Medicare. See below for the descriptions.
Medicare Planning for Baby Boomers – Charlie Wolpoff
Wednesday, November 8
When you turn 65, the federal government gives you a birthday present: Entrée into the brave new world of Medicare. This course will address Medicare basics and help you navigate through potentially costly traps. We will also discuss how to shop for the private insurance you need to supplement Medicare.
Retirement Realities for the Working Woman – Jodi Davis
Wednesday, October 11
This class is for every woman facing the challenge of planning for retirement, and will focus on retirement planning essentials for the working woman. Together, we will note the steps needed to move forward with a goal to achieve dignity and independence in retirement, and discuss your personal journey to better prepare for the financial, physical and emotional aspects of transitioning into retirement.
Savvy Social Security Strategies for Women – Jodi Davis
Wednesday, September 20
This class is for every woman facing the future challenge of applying for Social Security benefits. There will be a thorough review of the Social Security program and how it favors women (married, divorced or widowed), and we will discuss the new legislative changes to keep in mind when filing for Social Security benefits. Please note—spouses are welcome, and please register them too!