Strengthening Our Expertise: Learnings from the FPA Conference

We’re excited to share that several of our Financial Planners and Advisors from The Kelly Group just returned from the 2024 Financial Planning Association Annual Conference in Columbus, Ohio. This gathering of the financial planning industry provided invaluable insights that we’re eager to apply to better serve our cherished clients and community. We explored cutting-edge approaches to retirement planning, tax optimization, and estate planning that can help secure your financial future. We attended sessions on the latest technology tools and applications in financial planning to further equip us with new ways to enhance our services. We also gained fresh perspectives on how to help clients make sound financial decisions, especially during times of uncertainty and volatility.

At The Kelly Group, we believe that staying at the forefront of our industry is crucial. While we enjoyed learning from experts across the country, we’re thrilled to be back home, ready to put these new ideas to work for our clients. Our roots run deep here, and we’re proud to bring a personal touch to everything we do.

And speaking of putting our best foot forward—check out this picture of our team with ‘boots’ on the ground at the conference hall! We may not be dancing, but we’re certainly stepping up our game! We’re grateful for your continued trust and look forward to discussing how these insights can benefit your financial journey. Stop by for a cup of coffee and a chat anytime—we’d love to share more about what we’ve learned and how it could apply to you!