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.
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Fall 2019: TKG Harford Community College Courses
Below are the Harford Community College courses schedule to be taught this Fall by Jodi Davis, Charlie Wolpoff, Chad Arrington and Tom Cusick. 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..
For more information about Harford Community College courses, go to www.harford.edu.
Social Security Strategies for Baby Boomers – Jodi Davis
Wednesday, Sept. 18th – 6:30-8:30 PM
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 key planning strategies and various claiming options to keep in mind before making your final benefit decisions.
Medicare Planning for Baby Boomers – Charlie Wolpoff
Wednesday, Sept. 25th – 6:30-8:30 PM
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, such as how and when to enroll, and help you navigate safely past potentially costly traps. We will also discuss how to shop for the private insurance you need to supplement Medicare.
College Planning: Saving and Early Planning for Higher Education – Chad T. Arrington and Thomas J. Cusick
Wednesday, Oct. 2nd – 6:30-8:30 PM
This course provides ideas on how to save for college when your children are still young. Topics discussed include types of investment vehicles (e.g., 529 plans, UTMAs, Coverdell IRAs), costs of college, and types of schools (trade school vs. traditional college vs. combination 2-year community college and 2-year bachelors). We will also address the time value of money and the effect of inflation on higher education costs. This course is designed for expecting parents and parents with young children.
October 2nd and 9th
Retirement Realities for Baby Boomers – Jodi Davis and Charlie Wolpoff
Wednesday, Oct. 2nd and 9th – 6:30-8:30 PM
This two-session class is for Baby Boomers facing the challenge of how to successfully make it to, and through, retirement. It will focus on how best to utilize two of the most valuable retirement tools: Individual Retirement Accounts (“IRAs”) and employer-sponsored retirement plans (such as 401(k), 403(b), and TSP). Retirement Realities will address the most important rules of the road for maximizing the benefit of these often underappreciated and misused vehicles. Participants will enjoy a healthy, honest, and frank discussion on how to create savvy strategies for accumulating and spending these assets in order to enhance financial, physical, and emotional peace in your golden years.
College Planning: Applying and Paying for Higher Education – Chad T. Arrington and Thomas J. Cusick
Wednesday, Oct. 9th – 6:30-8:30 PM
One of the biggest financial challenges many families face is how to pay for college. This class will address college savings plans, loans, grants, scholarships and other methods of meeting this need. We will also discuss the FAFSA form and review the federal student loan program and issues involved with repayment, and how to maximize the value in the type of higher education your child chooses. This course is designed for parents with a child in high school and/or who is a freshman in college.
Legacy Planning for Baby Boomers – Jodi Davis and Charlie Wolpoff
Wednesday, Oct. 16th – 6:30-8:30 PM
Legacy Planning brings the human element into estate planning. What would happen to your loved ones if something should happen to you? Would they have a process to follow, or would their world be engulfed in chaos? This course takes you beyond estate documents, discussing how you can convert chaos to clarity and closure. Legacy Planning follows a logical 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!
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