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.
Roy Meyers and The Kelly Group cordially invites you to
A Client Appreciation Event
Tuesday, October 9, 2018
6:00 – 8:00 PM
Maryland Golf & Country Club
1335 E. MacPhail Road, Bel Air, MD 21015
Join Roy, Judy, and the wealth management professionals of The Kelly Group for an evening of refreshments and pleasant conversation in a comfortable setting.
As announced at our previous event in December, The Kelly Group has begun supplementing the outstanding client services already provided by Roy J Meyers & Associates, Ltd. Roy and Judy would like to take this additional opportunity to thank their clients for their continued loyalty and to underscore that our two firms have been working diligently to help this new collaboration seamlessly enhance your client experience.
Come by for an enjoyable evening and to learn more about our joint commitment to continue the client-first, personalized approach to which you have become accustomed, and to help you stay focused on your most important goals. We look forward to seeing you.
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..
Medicare Planning for Baby Boomers – Charlie Wolpoff
Wednesday, Sept. 19th
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.
Social Security Strategies for Baby Boomers – Jodi Davis
Wednesday, Oct. 10th
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, and specifically on when and how to file 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.
Legacy Planning for Baby Boomers – Jodi Davis and Charlie Wolpoff
Wednesday, Oct. 24th
Legacy Planning is a modern version of estate planning, that is so much more than wills, estate and trusts. This class will cover six critical parts of Legacy Planning, to include: planning for incapacity, organizing critical records, identifying beneficiaries, formalizing the estate plan, creating a legacy, and creating a process on how best to monitor and manage your personalized plan. The six parts of Legacy Planning follow a logistical progression, and each participant will be given a workbook for planning purposes. Legacy Planning is a dynamic process that is not hard, you just have to get started!
The Five Financial Mistakes Most Baby Boomers Make – Jodi Davis
Wednesday, Nov. 14th
Today, it is critical that baby boomers know how to save, invest, and plan for their retirement. Financial planning is not a one-size-fits-all program. There are common themes and strategies that may increase personal success in achieving your financial dreams. This class will review frequent financial mistakes baby boomers make–and provide refreshing clarity and ideas to approaching your overall financial life in a much more organized and coordinated way.
Behavioral Finance for Baby Boomers – Charlie Wolpoff
Wednesday, Dec. 5th
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 methods of overcoming them. Join in healthy discussions to prevent behavioral issues from growing into unhealthy financial planning issues.
Learn More About The Kelly Group
We look forward to building a long and rewarding relationship with you, working together to create positive outcomes For Every Branch of Life.