Financial Planning Association of Maryland’s Annual Symposium

On May 15th, members of The Kelly Group attended the Financial Planning Association of Maryland’s Annual Symposium in Columbia, Maryland. 

Attendees gained valuable insights from keynote speaker, Morgan Housel, partner at The Collaborative Fund and New York Times bestselling author. Additionally, The Kelly Group team engaged in sessions on CFP® ethics, election year market updates, and the latest estate planning law updates. Partner Tom Cusick is the President-Elect of the FPA of MD and partner Chad Arrington is a former President as well as a member of the FPA of MD Board of Directors.

It was a great opportunity to learn and network with other financial advisers!