charlie

On September 14th, Bryan Kelly, Michael Bertrand, and Charlie Wolpoff attended a special forum in Baltimore for Cambridge advisors. The forum focused on DOL rules set to transform our industry in 2017. As part of the forum, Charlie was invited to participate on a four-person panel that addressed how a financial planning practice thrives in the face of today’s challenging regulatory environment. In that discussion, Charlie emphasized The Kelly Group’s client-centric focus and team approach.