On October 14th, The Kelly Group was honored to serve once again as the lead sponsor of the Highlands School Annual Big Event at Maryland Golf & Country Club. The Big Event consists of a golf tournament, a 5K race and a tennis tournament. The Highlands School is a private, independent, AIMS accredited, K-12 program designed for students with learning differences.
On October 2nd and October 9th, Charlie Wolpoff and Jodi Davis presented Retirement Realities for Baby Boomers at Harford Community College. The two- session course is for Baby Boomers facing the challenge of how to successfully make it to, and through, retirement. This is one of many financial education courses The Kelly Group team members teach at HCC
From October 2 – 4, Bryan Kelly (not pictured) and Kathi Morlock (above, right) 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, technology and leadership.
Nicole Bengel (left) attended the Chesapeake Professional Women’s Network (CPWN) Fashion Show on October 8th at the Richlin Ballroom. The fashion show is CPWN’s primary fundraising effort and has allowed them to donate more than $250,000 to local charities that support women in the workplace.
On September 28th, The Kelly Group was a proud sponsor of Harford County Historical Society’s “A Night at the Copa” fundraising event held at the Richlin Ballroom. Attending on behalf of the firm were Executive Vice President, Rick Fletcher and his wife Vanessa (pictured with entertainers Elio Scaccio and Julie Anna Gulenko).