On April 24th, advisor Charlie Wolpoff presented “Medicare Planning for Baby Boomers” at Harford Community College. The Kelly Group partners with HCC to teach several financial literacy courses throughout the year.
Rick Fletcher attended the annual Harford Community College & Harford Community College Foundation, Inc. Scholarship Reception on April 18th held at HCC. The event gives scholarship recipients a chance to meet and thank their donors. For the 2018-19 school year, The Kelly Group scholarship was awarded to Ryan Bertrand. Pictured from left to right: Rick Fletcher, Denise Dregier – Director, College & Alumni Development, Dianna Phillips, PhD, President of HCC, and Ryan Bertrand.
On April 11th, Bryan Kelly gave the opening remarks at the University of Maryland Upper Chesapeake Health Annual Leadership Donor Reception. The event honored the generosity of UM UCH’s many supporters and community partners. Bryan is the Chairman of the UM UCH Board of Directors.
On Saturday, April 6th, Michael Bertrand and his wife Denise attended the ARC, Northern Chesapeake Region fundraising gala, “Seas the Day” at Maryland Golf and Country Club. The ARC empowers people with differing abilities to live, work and thrive in the community. The Kelly Group was a proud sponsor of the event.
Jodi Davis was selected as one of the featured speakers at the Army Community Service (ACS) Military Saves Conference located at Aberdeen Proving Ground this week. ACS offers a wealth of resources for Soldiers, Families, Reservists, Retirees, and DoD Civilians. The conference was part of their Financial Fitness Series to address important financial literacy topics. Jodi provided two presentations, and on Tuesday, February 26 she spoke to attendees on Retirement Strategies for Baby Boomers, and the next day shared her expertise on Social Security Strategies for Retirement Planning.
University of Maryland Upper Chesapeake Health (UM UCH) has elected Bryan E. Kelly, CFP®, chair of the board. James M. Harkins has been elected vice-chair; Franklin J. Hajek, CPA, treasurer; and Richard P. Streett, Jr. V.M.D., secretary. They will serve two-year terms.
Kelly is a Certified Financial Planner™ and founding partner of The Kelly Group, a Bel Air-based firm that provides financial planning, wealth management and asset management services.
He serves on the board of directors for Harford Bank and the PIMCO Independent Advisory Council. He is past chair and vice chair of Harford Community College; a past board member of the Harford Community College Foundation and past chair of the Academy of Finance. He also served on the Financial Planning Association of Maryland and served as past co-chair of the University of Maryland Baltimore County (UMBC) Economics Advisory Council and past president and treasurer of the Maryland Association of Community Colleges.
A Darlington resident, Kelly has been involved with University of Maryland Upper Chesapeake Health for several years. He was appointed to the UM UCH, Hospital, Venture and UCH Foundation boards in 2013. He has served as treasurer of UM UCH and its hospitals’ boards of directors and chair of the Finance Committee. He is a former member of the University of Maryland Medical System’s Financial Affairs Committee. To read the rest of the article click here.