On Friday, July 19th, The Kelly Group met at the historic Brown Donaldson Mansion for our semi-annual offsite strategic planning session.  These sessions allow our team quality time to present on relevant financial planning topics and discuss how to better serve our clients.   The Brown Donaldson Mansion, located in Port Deposit and built in the 1930’s, is currently owned by the University of Maryland and serves as a conference center and event venue.