ICYMI: The Kelly Group in the Community in February
This month brought exciting opportunities for both our team and the community. From inspiring gatherings to new learning initiatives, we had plenty to celebrate. As we move into March, we are excited to kick off our Spring semester of community college courses in partnership with Harford Community College.
Read on to see what The Kelly Group has been up to in February!
Expand Your Financial Knowledge with The Kelly Group
The Kelly Group believes that financial education is the foundation of long-term success. That’s why we’re excited to continue our partnership with Harford Community College, offering a series of informative and engaging financial courses designed to help individuals at every stage of life take control of their financial future.
We’ve been busy revamping and updating our one-day courses. These courses cover a range of essential financial topics, from building a strong financial foundation to navigating retirement planning. Led by experienced professionals, these sessions provide practical guidance and actionable insights to help you make informed decisions with confidence. Read on for the full list of courses and dates!
Course Schedule
Medicare Planning for Baby Boomers: Learn how to navigate Medicare, avoid potentially costly traps, and know when and how to enroll.
Dates: March 5th | June 5th
Time: 6 – 8 PM
Social Security Strategies for a Healthy Retirement: Learn key filing rules and benefit planning strategies, including when and how to file to maximize benefits.
Dates: March 19th | June 11th
Time: 6 – 8 PMMind Over Money: The Role of Behavior in Financial Success: Learn how to avoid devastating behavior-based mistakes that can derail even the most carefully crafted financial and investment plans.
Date: April 2nd
Time: 6 – 8 PMA Retirement Discussion for Federal Employees: Learn tips to help you make the best decisions for retirement planning, while discussing CSRS/FERS benefits, pensions, Social Security, and more.
Date: April 9th
Time: 6 – 8 PMBeyond Estate Planning: How To Leave a Loving Legacy: Learn how legacy planning can help you bequeath family harmony, clarity, and peace of mind, while acquiring a greater sense of significance and fulfillment.
Date: April 23rd
Time: 6 – 8 PMSafeguard Your Wealth: Defend Against Fraud, Scams, and Cyber Threats: This course will show you how to spot potential threats, secure your information, and maintain a safe digital presence.
Date: May 14th
Time: 6 – 8 PM
No matter where you are on your financial journey, our courses offer valuable knowledge and strategies to help you achieve your goals. You can sign up here: https://www.harford.edu/academics/noncredit-registration.php
We look forward to seeing you in class!
The Kelly Group Attends the NAACP Freedom Luncheon
On February 17th, The Kelly Group was honored to sponsor and attend the NAACP Harford County Branch Freedom Fund Luncheon at the Havre de Grace Community Center. The event brought together community leaders and professionals to discuss the impact of mentorship and the importance of building a lasting legacy.
We are grateful for the opportunity to support initiatives that uplift and empower others. This gathering reinforced our commitment to fostering education, advocacy, and meaningful connections that contribute to a stronger, more inclusive future.
It was a privilege to support and participate in such an impactful event, and we look forward to continuing our commitment to initiatives that pave the way for positive growth in our community.
Representing The Kelly Group at the event were Bryan and Katherine Kelly, Anika Jones and her daughter Payton, and Michele Wolbert with guest Renee Coleman (not pictured).
Bryan Kelly on the Heart of The Kelly Group’s Mission
When Bryan and Bill Kelly founded The Kelly Group, they envisioned a place where clients would receive the same level of care and trust as they would from a small-town family doctor—someone who understands their needs, looks out for their well-being, and supports them for generations. They set out to create a financial firm that could embody that same level of dedication and personal connection—a Town Doctor of Finance.
Now, more than 27 years later, that philosophy remains at the heart of The Kelly Group. In his recent article for Harford’s Heart magazine, Founding Partner Bryan E. Kelly reflects on how this approach continues to guide the firm’s mission. Just as a family doctor looks beyond immediate concerns to care for a patient’s long-term well-being, The Kelly Group strives to build lasting relationships, offering financial guidance that supports clients and their families for generations.
To read Bryan’s full article and learn more about this community-centered approach to financial planning, check out the latest issue of Harford’s Heart here.