Advancing Financial Planning with The Kelly Group

The inaugural CFP Board Connections Conference took place from September 29 to October 1, 2024, in Washington, DC. The event brought together financial planning professionals, educators, students, and industry leaders. The conference combined elements from various CFP Board events, offering networking opportunities, professional development, and continuing education. Its goal was to advance the financial planning profession and promote diversity and inclusion within the industry. Sessions included discussions on the economic outlook, best practices, trends, and innovations from leading financial services firms, all focused on enhancing professional growth and collaboration.

In attendance from The Kelly Group were Bryan Kelly, Chad Arrington, Rick Fletcher, and Zach Smith.