The Kelly Group Events


The Kelly Group provides empowering education and information to clients and the community.

At client events throughout the year, we address topical issues in casual settings that are interactive, energizing, and engaging. Members of our team also speak on a variety of important financial matters throughout the community, and teach adult continuing education courses at Harford Community College.


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TKG Harford Community College Courses

Below are the Harford Community College courses schedule to be taught this spring by Jodi Davis and Charlie Wolpoff. HCC courses offered by The Kelly Group advisors are directed at helping adults address a variety of financial issues that affect their lives. See below for details regarding the spring courses and a link to registration information. Each course runs two hours starting at 6:30 p.m..

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


Social Security for Baby Boomers – Jodi Davis

Wednesday, May 9
6:30-8:30 PM

This class is necessary and timely for every person facing the future challenge of applying for Social Security benefits. There will be a thorough review of the Social Security program and how it ultimately impacts our retirement decisions, on when and how to file for social security to maximize benefits. We will discuss the 2015 legislative changes to keep in mind when filing for Social Security benefits, and discuss various claiming options needed to make your final benefit decisions.

MAY 16

Behavioral Finance – Charlie Wolpoff

Wednesday, May 9
6:30-8:30 PM

When it comes to investing, are you your own worst enemy? The growing field of behavioral economics shows that when it comes to decisions about our money, we tend to allow emotions and cognitive biases to force us into bad decisions. In this course, you will learn how to protect yourself from your worst instincts by identifying common behavioral biases and strategies for overcoming them.

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We look forward to building a long and rewarding relationship with you, working together to create positive outcomes For Every Branch of Life.