Join us in congratulating Lauren Madison for passing the Certified Financial Planner (CFP®) exam! 

The Kelly Group congratulates financial advisor Joe Henninger, CFP®, for obtaining his Master’s of Science in Personal Financial Planning.

The Kelly Group proudly attended the inaugural CFP Board Connections Conference, held in Washington, DC, which brought together financial planning professionals, educators, students, and industry leaders.

In September, The Kelly Group supported local events such as the Albert P. Close Foundation fundraiser, the Harford County Public Library's Game Changers series, and the Historical Society's Annual Dinner. Our team also attended the Financial Planning Association Annual Conference. Read on for highlights of our community engagement and upcoming plans for the season.

Rick and Vanessa Fletcher represented The Kelly Group at The Historical Society of Harford County’s Annual Dinner, where they celebrated community engagement and heritage.

The Kelly Group is excited to welcome Candace Clipper as a Financial Planning Associate, bringing ten years of experience in the financial services industry. A graduate of West Virginia University, Candace is passionate about the company's community values and looks forward to contributing to both the office and the broader Harford County community. She resides in Kingsville with her husband, two sons, and rescue dog.

To learn more about our team click the link here:

https://www.kellyria.com/team

Several Financial Planners and Advisors from The Kelly Group recently returned from the 2024 Financial Planning Association Annual Conference in Columbus, Ohio, where they gained valuable insights on retirement planning, tax optimization, estate planning, and the latest technology tools.

“When should business owners begin planning their succession strategy? Whether the owner is planning to retire next year or in thirty years, succession planning should begin NOW,” said Bryan Kelly, Founding Partner of The Kelly Group.

“Early planning allows for a smooth transition, giving successors time to gain the necessary experience and understanding of the business,” Kelly continued. “In addition, early succession planning is a crucial part of a comprehensive risk management approach. Life is full of surprises. A transition might need to take place sooner than expected due to health issues, a change of plans, or an unforeseen tragedy.”

At The Kelly Group, we address succession planning in three different contexts. Read the full article to learn about our approach: https://i95business.com/articles/content/creating-your-business-legacy-why-succession-planning-matters-2273 

From day one, Michele Wolbert has poured her heart and soul into The Kelly Group, and it's been amazing to witness her journey. Here's to a quarter-century of achievements, growth, and unwavering commitment.

Your hard work and passion are truly inspiring, and your contributions have made a significant impact. Thank you for your dedication, and here’s to many more years of success and fulfillment ahead!

The Kelly Group Partner Chad Arrington, CFP® recently attended PIMCO's June annual due diligence meeting at their headquarters in Newport Beach, California. PIMCO shared their optimistic outlook on bonds/fixed income and how they approach active management in this space.

The Kelly Group congratulates financial planner Jordan Heaps, CFP® for obtaining his Master’s of Science in Personal Financial Planning.

The Kelly Group is pleased to announce that Rick Fletcher, CFP®, CEPA™ has obtained his designation as a Chartered Federal Employee Benefits Consultants℠ (ChFEBC℠).