The Kelly Group- Financial Planning and Wealth Management

Experience the magic of giving back! The Kelly Group proudly sponsored and joined in Harford County Public Library’s 20th Annual Gala, Cirque de Magie (The Night Circus), on October 26 at the Abingdon Library. This captivating event raised crucial funds to support the Library’s mission of transforming lives and empowering our Harford County community. Representing The Kelly Group were Jacob and Shannon Adkins, Chad and Daria Arrington, and Jodi and Mark Davis. Catch more of our community involvement and upcoming events on our Happenings page here: https://lnkd.in/e4hVXBMR

Celebrating community excellence! On Thursday, October 24, Michele Wolbert and Joe Henninger from The Kelly Group attended the prestigious Bel Air Annual Awards at the Bel Air Armory. This esteemed event honors individuals and organizations in three key categories: • The Archer-Bull Award for excellence in design and construction. • The Business of the Year Award for a Bel Air business that has made a significant impact on the community. • The Citizen of the Year Award for a resident who has provided outstanding community service. The Kelly Group is proud to have previously received both the Business of the Year Award and the Archer-Bull Award, reflecting our commitment to excellence and service. Stay connected with us to see how we’re continuing to make a difference in our community: https://lnkd.in/e4hVXBMR

On October 22nd, The Kelly Group proudly supported and attended the 2024 Harford Awards, hosted by The Harford County Chamber of Commerce at the picturesque Waters Edge Event Center. This annual event honors local businesses across six categories for their outstanding achievements and contributions to the community. As a former recipient of The Harford Award in the service category, The Kelly Group reflects a strong commitment to excellence in service and community engagement. Join us in recognizing the outstanding contributions of local businesses! Stay tuned for more updates on our community involvement: https://lnkd.in/e4hVXBMR

We celebrated the eerie charm of Bel Air! On October 18th and 19th, The Kelly Group proudly participated in the Annual Bel Air Haunts and History Tour. Docents Kara Gier and Tom Cusick (not pictured) captivated visitors with enthralling tales from our own spooky experiences at the historic 54 East Gordon Street building. Their storytelling brought to life the eerie charm of Bel Air, making the tour an unforgettable journey through the town's haunted past. Explore more about our community involvement at kellyria.com/happenings

On Monday, October 14th, The Kelly Group proudly sponsored and actively participated in The Highlands School's “Big Event.” This exciting two-day gathering featured a variety of activities, including a 5K race, a 1-mile walk, and tournaments in golf, pickleball, and tennis. Chad Arrington and his guest took part in the golf tournament, while Rick Fletcher contributed his time and expertise as a volunteer on the planning committee for The Big Event. Join us in celebrating events like The Highlands School’s “Big Event” that bring people together for a great cause. Check out our Happenings page: kellyria.com/happenings  to see how The Kelly Group is making a difference!

The Kelly Group was delighted to once again sponsor and participate in the Greater Bel Air Community Foundation’s Annual Golf Classic, held at the Maryland Golf & Country Clubs on Monday, October 7th. Partner Chad Arrington, along with our guests, enjoyed a day of exceptional golf while contributing to important fundraising efforts aimed at supporting capital projects and enhancing public and nonprofit facilities in Bel Air and the surrounding areas. Notably, Chad serves on the Board of Directors for the Greater Bel Air Community Foundation, underscoring his commitment to community development. Community is at the heart of everything we do. See what we’ve been up to and how you can get involved by visiting our Happenings page: kellyria.com/happenings for the latest updates, photos, and news on The Kelly Group’s ongoing efforts!

At The Kelly Group, we are committed to fostering a vibrant community by supporting local businesses. On October 16th, the women of The Kelly Group enjoyed a delightful evening filled with camaraderie. We began the night with a delicious meal from a new Bel Air favorite, Naz’s Halal Food. This was followed by a collaborative event hosted by Full Heart Soulutions and The Grazing Table, where we crafted beautiful bracelets while savoring an exquisite charcuterie spread. It was an evening of creativity, connection, and community spirit!   To explore our involvement in community events, we invite you to visit our Happenings page: https://lnkd.in/e4hVXBMR. Join us in celebrating the meaningful connections we are cultivating together!

Bryan and Katherine Kelly were beyond proud as they celebrated the marriage of their daughter, Georgia, to James Salter. The wedding took place on the Kellys’ picturesque West Acre Farm in Darlington on Saturday, October 12. After a honeymoon in Hawaii, the Salters will be living in Darlington.

Celebrating Community and Conservation! The Kelly Group proudly sponsored and participated in the Fourth Annual Harford Land Trust Party to Preserve, held at the stunning Historic Swansbury in Aberdeen on Saturday, October 5th. This festive event aimed to raise funds for the Harford Land Trust’s vital conservation efforts in Harford County. Attendees from The Kelly Group included Chad and Daria Arrington, Jacob and Shannon Adkins, and Rick and Vanessa Fletcher, who enjoyed an evening of local cuisine, beverages, and live music. All proceeds from the event directly supported the organization’s mission to protect and preserve the natural beauty of the region. Want to see how we’re making an impact in our community? Discover more about our initiatives and efforts by visiting kellyria.com/happenings.

The inaugural CFP Board Connections Conference took place from September 29 to October 1, 2024, in Washington, DC. The event brought together financial planning professionals, educators, students, and industry leaders. The conference combined elements from various CFP Board events, offering networking opportunities, professional development, and continuing education. Its goal was to advance the financial planning profession and promote diversity and inclusion within the industry. Sessions included discussions on the economic outlook, best practices, trends, and innovations from leading financial services firms, all focused on enhancing professional growth and collaboration. In attendance from The Kelly Group were Bryan E. Kelly, Chad Arrington, CFP®, Rick Fletcher, CFP®, ChFEBC℠, and Zachary Smith, CFP®. Learn more about The Kelly Group’s commitment to professional development and client success by visiting our Professional Happenings page here: https://lnkd.in/eGDBB2Zq