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

nbengel@kellygrouponline.com

Kelly Group Enrollment Form

The Program:
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

6:30-8:30 PM

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.

For more information about Harford Community College courses, go to www.harford.edu. To register online, click here.

Retirement Realities for the Working Woman – Jodi Davis

Wednesday, October 11

6:30-8:30 PM

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.

For more information about Harford Community College courses, go to www.harford.edu. To register online, click here.

 

Savvy Social Security Strategies for Women – Jodi Davis

Wednesday, September 20

6:30-8:30 PM

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!

For more information about Harford Community College courses, go to www.harford.edu. To register online, click here.