The Kelly Group Professional Happenings

Annual Premier Wealth Management conference

From September 12 – 14, Bryan Kelly, Michael Bertrand and Kathi Morlock attended the annual Premier Wealth Management conference in Hershey, PA.  The conference, attended by our peers in the mid-Atlantic region, included sessions on compliance, practice management,...

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The Kelly Group welcomes Rick Fletcher

The Kelly Group is pleased to welcome to our firm our new Executive Vice President, Rick Fletcher. Rick, who joined The Kelly Group on August 1, 2018,  has more than 25 years of experience in the financial services industry, including roles as Regional Director for...

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TKG team travels to NJ for strategist visit

On Wednesday, July 11, ten members of The Kelly Group drove to Short Hills, NJ to meet with leading decision makers of Franklin Templeton, the parent company of certain of our strategists. The agenda—created specifically for The Kelly Group--included discussions with:...

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Tax reform seminar heavily attended

On June 27, The Kelly Group and Kelly CPAs and Consultants hosted an educational seminar for more than 100 clients and their guests on the tax changes resulting from the Tax Cuts and Jobs Act. Presenter Chuck Wienckowski addressed the new change law provisions that...

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The Kelly Group Breaks Ground

     On June 27, The Kelly Group broke ground for the upcoming addition to our 48 East Gordon Street building. One of two renovated historic buildings that house our firm (the other located next door at 54 East Gordon Street), it was formerly known as “Doc Hopkins’...

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Wolpoff attends Morningstar conference

   Charlie Wolpoff, The Kelly Group’s Director of Financial Planning and Research, traveled to Chicago the week of July 11 to attend the 2018 Morningstar Investment Conference. This annual event provides diverse and cutting-edge insights into developments on financial...

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The Kelly Group attends Pimco Forum

     Chad Arrington and Tom Cusick attended the PIMCO 2018 Wealth Management Forum in New York City on May 21-22.  The forum was held at the New York Stock Exchange, providing an opportunity for Chad and Tom to tour the trade floor and experience both opening and...

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Social Security Strategies

Financial advisor Jodi M. Davis once again presented her Social Security Strategies for Baby Boomers at Harford Community College on Wednesday, May 9th.   The class, part of a series that Jodi teaches at the college and throughout the community, focused on the social...

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I DO! I DO!

The Kelly Group and Kelly CPAs found twice the reason to celebrate.  On May 2, 2018, the firms threw a double surprise bridal shower for Client Service Associate Jacqueline Scott who will be marrying her fiancé Jason Reep on June 30th and also for CPA Marianna Cardon...

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Strategic Planning Session

On Tuesday, February 6, The Kelly Group team members gathered for one of our semi-annual “offsite” meetings in which we address our firm’s long-term strategy and vision. Held at the Maryland Golf and Country Clubs, this “offsite” included a motivating recap of our...

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Arrington and Wolbert complete Cambridge CI Program

From January 29 – February 1, 2018, Chad Arrington and Michele Wolbert travelled to the home office of our Broker/Dealer, Cambridge Investment Research, Inc. in Fairfield, Iowa to participate in Cambridge’s Imbedded Leadership and Continuous Improvement programs. The...

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Economic Forum

On January 18, more than 250 guests—including clients and friends of the firm—joined The Kelly Group for its 9th Annual Economic Forum.  The keynote speaker, as he has been for all the previous forums, was local economist Anirban Basu. One of...

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Wienckowski attends PFP Summit

On January 8 – 10, 2018, Chuck Wienckowski attended the 2018 AICPA Personal Financial Planning Summit in Rancho Palos Verdes, CA. The event is a gathering of industry leaders and experts providing an opportunity for learning and discussion concerning the ever-changing...

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The Kelly Groups welcomes Roy J. Meyers and his clients

  On December 5th, The Kelly Group held a meet and greet event for more than 100 clients of Roy Meyers and Associates, Ltd. at The Maryland Golf and Country Clubs.  A long-time friend of Bryan and Bill Kelly, Roy has incorporated The Kelly Group into his succession...

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Happy Thanksgiving from The Kelly Group

  The Kelly Group would like to wish all of our clients and friends a very safe and Happy Thanksgiving holiday. We are grateful for your continued trust in our firm. Our offices will be closed on Thursday and Friday, November 23rd and 24th so that our team can...

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The Kelly Group attends Davis Funds Forum

On November 3rd, Charlie Wolpoff, our Director Of Financial Planning & Research, and Joe Henninger, one of our Financial Planning Associates, attended the Davis Funds’ 2017 Advisor Investment Forum in New York City.  Portfolio Managers Chris Davis & Danton...

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Jodi Davis speaks at MACPA Practitioners Conference

Financial Advisor, Jodi Davis, was asked to speak at the 2017 MACPA Practitioners Conference on Thursday, November 2, 2017 at Martin’s West. Jodi's presentation on Social Security Planning reviewed options and claiming strategies post the bipartisan changes of 2015....

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Kelly CPAs & Consultants host tax reform seminar

  On November 2nd, Kelly CPAs and Consultants hosted an educational seminar for clients and their guests on The State of Tax Reform. Presenter Chuck Wienckowski spoke on the seven steps of a tax bill becoming tax law and reported on the up to the minute tax bill...

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TKG attends Premier Wealth Management Conference

On October 5th & 6th, The entire Kelly Group team traveled to Hershey, PA to attend the annual Premier Wealth Management Conference. After the conference sessions on compliance, practice management, technology and leadership, our team took time to enjoy several...

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The Kelly Group panel event draws crowd

        In an event showcasing The Kelly Group’s depth and breadth of talent, a panel of TKG advisors addressed a variety of topical issues in front of a large gathering of clients and friends. The September 28 forum, held at the Maryland Golf and Country Club,...

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