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.

The Kelly Group proudly attended the Retiree Appreciation Day at Aberdeen Proving Ground, supporting military families with financial planning and retirement resources.

The Kelly Group proudly sponsored the Game Changers Business Speakers Series event, held by Harford County Public Library.

The Kelly Group was pleased to once again sponsor and attend the annual Albert P. Close Foundation event on September 4th at Stone Ridge Hollow in Forest Hill. The event successfully raised essential funds to support Harford County’s at-risk youth, including new mothers and substance-exposed newborns. 

Attending from The Kelly Group were Jacob and Shannon Adkins, Julie Shearman, Rick and Vanessa Fletcher, Michael and Denise Bertrand, Carrie Anderson, Caryn Ches, and Chad Arrington. The Kelly Group’s Michele Wolbert serves on the board of the Close Foundation. Although Michele was unable to attend this year, her crucial role in planning the event ensured that it was a wonderful evening for all.

As Joppatowne High School reopens and continues to heal from the recent heartbreaking event, during times like this, it’s crucial that we come together to support one another. Whether it’s offering a comforting word, lending a listening ear, or simply standing by someone in need, every small act of kindness can make a world of difference.

We stand in unity and offer our unwavering support.

The Kelly Group team loves spending time with our clients and in our community, but we also like that special bonding time with our Kelly Group family! Our recent night out at an Aberdeen IronBirds game with our family members was a blast!

“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 

Nora, daughter of financial planner Zach and his wife, Lauren, recently celebrated her first birthday! With a vibrant personality and a delightful mix of curiosity and independence, Nora is the quintessential “look but please don’t touch” child! Some of her favorite things in life right now are her Mama and Dada, watching her dogs play, eating cheese, and reading books—especially ones that mention ducks, which is also her favorite word.

Please join us in wishing Nora a very Happy Birthday!

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!

In the wake of the recent gas explosion, our hearts go out to the families impacted by this tragic event. We understand that this is an incredibly challenging time, and we want you to know that you are not alone. The strength and resilience of our Bel Air community will help us endure this difficult period, and together we will begin the process of healing and rebuilding.

Please remember that it’s okay to lean on each other and seek support. Whether through friends, family, or community resources, there are people who care deeply about your well-being and are here to help.

Stay strong, and know that our thoughts are with you.

With deepest sympathy and support,

The Kelly Group

The Kelly Group always looks forward to the 4-H livestock auction at the Harford County Farm Fair. It’s an exciting event that highlights the tremendous time and effort dedicated young adults invest in raising quality and marketable farm animals. The auction both encourages the youngsters’ agricultural pursuits and fosters a deep sense of community.

Kelly Sauserman, a former intern at Kelly Group, recently graduated from Indiana University with a Master of Science in Accounting. We are thrilled to announce that she has secured a position with the prestigious global firm KPMG and has already passed the first part of the CPA exams. Congratulations, Kelly!

The Kelly Group was pleased to sponsor the Longest Putt contest at the 2024 Harford Community College Foundation’s Summer Swing golf tournament

Our former summer interns Hunter Sauserman and Claudia Bruce have passed the Certified Financial Planner (CFP®) exam!

The Kelly Group is pleased to announce that Katherine Kelly has been elected to the Board of the Harford Community College Foundation, Inc. Her board position is for a three-year term through June 2027.

On June 17 – 18, The Kelly Group’s Service and Operations Team traveled to Providence, R.I. to collaborate with our designated service team at Fidelity Investments.

Kelly Group’s Founding Partner Bryan Kelly was pleased to participate in the 2024 Coaches vs. Cancer Golf Tournament on June 9th and 10th at Oak Hill Country Club in Rochester, NY.

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.

Partner Chad Arrington, CFP® attended the Harford County Chamber of Commerce's Annual Dinner & Gavel Exchange on Thursday, June 20th. He was recognized for completing two consecutive 3-year terms on the Board of Directors.

The Kelly Group was proud to sponsor and participate in the 2nd Annual Freedom 5K hosted by the Harford NAACP. The event was held on Saturday, June 15th at the Ma & Pa Trail beginning at Annie’s Playground in Fallston. The funds raised will assist the organization in their mission of equity and fairness in Harford County. Representing The Kelly Group were Anika Jones and Michele Wolbert.