Building Brighter Financial Futures: The Kelly Group's Community College Courses
Maryland schools are required to offer financial literacy education, but if you graduated from high school before 2011 you may have missed out on this essential life lesson. Even if you did receive financial education early in life, markets, regulations, and personal situations evolve constantly, making ongoing education vital to making informed decisions.
Yet, for many individuals, opportunities to learn and to develop a deep understanding in financial matters are scarce, and the abundance of information online can be overwhelming. That’s why we believe in offering community financial education opportunities right here in Harford County.
Our classes are short, one-time-only sessions designed to provide valuable information in a convenient way. As the world grows increasingly complex, the need for trusted resources and knowledgeable guidance becomes even more evident. That’s where we come in.
Accessible Education with Experienced Financial Advisors
We believe in making financial education accessible and convenient for everyone in our community. We're proud to offer a variety of rotating noncredit courses at Harford Community College, designed to provide invaluable insights into essential financial topics such as estate planning and federal government benefits planning.
The best part? You can register on the same day, and each course is over in a single evening, so you don’t have to dedicate significant time to get the benefits of learning.
We’ve built our financial education courses to cover a wide range of financial situations and questions. Our courses may help you if you…
Just started your financial journey
Recently married and are looking to buy a house
Realized it’s time to take retirement planning seriously
Recognize that your current financial strategy doesn’t match with your goals
Strengthening Harford County Through Financial Education
Our commitment to financial education stems from our core belief that everyone deserves the opportunity to build a brighter financial future. Through these courses, we aim to demystify complex concepts, empower people to take control of their finances, and ultimately, help our neighbors and friends achieve their goals.
Our financial advisors cover:
What you need to know when applying for Social Security
The power of legacy planning in maintaining family harmony and financial stability
Essential retirement planning tips for federal government employees
Real-world strategies to improve your spending habits
We recognize many individuals may feel uncertain about where to turn for financial advice. Partnering with Harford Community College allows us to bridge that gap by providing accessible learning opportunities. Neighbors come together to gain practical financial knowledge while building connections and friendships in our community. The result is a stronger, more close-knit community where people feel empowered to take control of their financial futures.
Upcoming Financial Education Courses at Harford Community College
Ready to learn with The Kelly Group? Choose from these one-session courses offered in the evenings, from 6 to 8 p.m.
A Retirement Discussion for Federal Employees
Wednesday, June 5, 2024 — Instructor: Jodi Davis
Federal employees have access to a valuable package of benefits. This course will provide planning tips to help you understand the rules so that you can make best decisions for retirement planning, through open discussions involving CSRS/FERS benefits, pensions and Thrift Savings Plans, and commentary on Social Security and Medicare for Federal Employees. Worksheets will be provided, and this class is taught by an advisor who holds the designation of a chartered Federal Employee Benefits Consultant (ChFEBC℠).
Social Security Strategies for a Healthy Retirement
Wednesday, June 12, 2024 — Instructor: Jodi Davis
This class is necessary and timely for every person facing the future challenge of applying for Social Security benefits. The filing rules and options for benefits can be complicated and should be thoroughly reviewed before making a life-time decision. There will be a review of Social Security basics, the health of the Trust Fund noting the pandemic, benefit planning strategies and how benefit timing impacts retirement decisions, and specifically on when and how to file to maximize benefits. Worksheets will be provided to attendees.
For instructions on how to register, visit https://www.harford.edu/academics/noncredit-registration/index.php. For further information on the courses, feel free to contact Charlie at 410-893-0560, or charlie@kellyria.com.