The Kelly Group- Financial Planning and Wealth Management

The U.S. Army Garrison at Aberdeen Proving Ground, Maryland, hosted a Retiree Appreciation Day on Wednesday, September 11, 2024, from 9 a.m. to 1 p.m. The event was held at the Post Rec Center. It was open to military retirees, their spouses, other family members, and active-duty service members interested in learning more about retirement. ? Rick Fletcher, CFP?, ChFEBC?, and Julie Shearman, FPQP?, were honored to represent The Kelly Group at the Aberdeen Proving Ground Retiree Appreciation Day event in support of our military families. The Kelly Group provided information about our firm, financial planning, wealth management, retiree benefits, Social Security & Medicare, and the Harford Community College courses we teach each semester. Interested in how we can help you plan for retirement? Learn more about our services at www.kellyria.com.

Harford County Public Library launched its Game Changers Business Speakers Series, with Dr. Anirban Basu, Chairman & CEO of the Sage Policy Group, Inc., on Wednesday, September 11, 2024, from 8:30 a.m. to 10:00 a.m. The event was held at the Abingdon Library. The Kelly Group is thrilled to be a lead sponsor of the HCPL Foundation's Game Changers Business Speakers Series! ? Dr. Basu delivered an exceptional presentation that was as informative as it was engaging, diving deep into the major factors shaping our economic landscape—interest rates, global conflicts, wage dynamics, and business confidence. His insights into past trends and future predictions were both thought-provoking and enlightening, sprinkled with his signature wit. ? A heartfelt thank you to the HCPL Foundation, Dr. Basu, and to everyone who joined us. ? Pictured (left to right): Jordan Heaps, CFP?, Emily Smith, Lauren Madison, Anika S. Jones, Esq., Bryan E. Kelly, Dr. Anirban Basu, Jodi M. Davis, Jacob Adkins, CFP?, and Candace Clipper.

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 Adkins, CFP? and Shannon Adkins, Julie Shearman, FPQP?, Rick Fletcher, CFP?, ChFEBC? and Vanessa Fletcher, Michael and Denise Bertrand, Carrie Anderson,?CES?, Caryn C., and Chad Arrington, CFP? 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.

On this day of remembrance, we come together to honor the lives lost, the courage of first responders, and the strength of our nation in the face of tragedy. The Kelly Group is reflecting on the impact 9/11 had on our community and our country. We are reminded of the importance of unity, the compassion we have shown to each other, and the resilience it has inspired. #WeRemember #NeverForget #FirstResponders #CommunityStrong

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 E. 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://lnkd.in/eFuVKT_C

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