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.
The Kelly Group Presents
The Kelly Group
Important Client Information Sessions
We request that you join us to learn essential details about our becoming an RIA. Through an informative webinar, we will address key questions, including why we are becoming an RIA, how it will benefit you and the action steps you need to take.
Spring 2021: TKG Harford Community College Courses
Below are the Harford Community College courses schedule to be taught this Spring 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.
Wednesday, April 7th
Social Security Strategies for Women – Jodi Davis
Social Security is one of the few income sources that keeps up with inflation and lasts for life, and most women fail to maximize their benefits because they don’t understand the little-known rules and claiming strategies that may help them get more out of the system. This session will also cover essential information on the health of the Trust Fund noting the pandemic.
Wednesday, April 14th
Medicare Planning for Baby Boomer – Charlie Wolpoff
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 and help you navigate through potentially costly traps. We will also discuss how to shop for the private insurance you need to supplement Medicare.
Wednesday, April 21st
Social Security Strategies for Baby Boomers – Jodi Davis
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, benefit planning strategies and how it impacts our retirement decisions, and specifically on when and how to file to maximize benefits.
Wednesday, April 28th
Family Love Letter for Baby Boomer – Charlie Wolpoff
Legacy Planning brings the human element into estate planning. What if you didn’t come home today? Would your loved ones 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—the Family Love Letter— for planning purposes.
Wednesday, May 5th
A Retirement Discussion for Federal Employees – Jodi Davis
Federal employees have access to a valuable package of benefits. This course will help you better understand the rules so that you can make the best decisions for you and your family. We will address common questions involving pensions, federal employee and retiree health benefits, Thrift Savings Plans, and FEGLI, as well as Social Security and Medicare decisions for Federal Employees. This class is co-taught by advisors who hold the designation of Chartered Federal Employee Benefits Consultant (ChFEBC).
Learn More About The Kelly Group
We look forward to building a long and rewarding relationship with you, working together to create positive outcomes For Every Branch of Life.