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

Town Hall Meeting:


Investment Process for All Markets


Join us for a discussion -including Q&A-on our investment philosophy and approach, moderated by our Founding Partner, Bryan Kelly


Thursday,March 21,  2019

7:00 – 8:30 PM with coffee and dessert

Maryland Golf & Country Club

1335 E. MacPhail Road, Bel Air, MD  21015


As an investor, you are bombarded by distracting noise on a daily basis–whether you watch cable, surf through social media, or listen to that old-fashioned contraption called the radio. Regardless of your source of financial news, it is very easy to lose sight of the importance of building-and maintaining-an investment strategy based on a disciplined process.

In this wide-ranging discussion, Bryan and our team of advisors will address such topics as:

  • How we develop our investment allocation.
  • Our process for choosing and monitoring our strategists.
  • How we help clients prevent emotions from derailing their investment plan.
  • Why, during times of market and economic extremes, the four-word motto we all should follow is not “This Time is Different” but, instead, “This Too Shall Pass.”


RSVP to Nicole Bengel at
or at

Limited seating available for this exclusive invitation-only event.

Business casual attire; MGCC has a no denim policy.


Spring 2019: TKG Harford Community College Courses

Below are the Harford Community College courses schedule to be taught this spring by Jodi Davis and Charlie Wolpoff. 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

Wednesday, March 13th 

Social Security Strategies for Women– Jodi Davis

Wednesday, March 13th 6:30-8:30 PM

This class is for every woman facing the future challenge of applying for Social Security benefits. There will be a thorough review of the Social Security program and how it favors women (married, divorced, or widowed), and we will discuss legislative changes to keep in mind when filing for Social Security benefits. Spouses are welcome, and please register!

April 10th

The Five Financial Mistakes Most Women Make – Jodi Davis

Wednesday, April 10th 6:30-8:30 PM

Today, it is critical that we know how to save, invest, and plan for the future. Financial planning is not a one-size-fits-all program. There are common themes and strategies that may increase personal success in achieving your financial dreams. This class will review frequent financial mistakes, regardless of age—and provide refreshing clarity and ideas to approaching your overall financial life in a much more organized and coordinated way.

April 24th

Medicare Planning for Baby Boomers – Charlie Wolpoff

Wednesday, April 24th 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 and help you navigate through potentially costly traps. We will also discuss how to shop for the private insurance you need to supplement Medicare.

May 8th

Retirement Realities for Working Women – Jodi Davis

Wednesday, May 8th 6:30-8:30 PM

This class is for every woman facing the challenge of planning for retirement, and will focus on retirement planning essentials for the working woman. Together, we will note the steps needed to move forward with a goal to achieve dignity and independence in retirement, and discuss your personal journey to better prepare for the financial, physical, and emotional aspects of transitioning into retirement.

For more information about any of the above courses, contact Charlie Wolpoff at 410-893-0560 or, or to register, go to  

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.