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October Financial Planning “Todd Talk”

Every month Blue Rock Financial Group hosts a “Todd Talk” at the Wheelhouse Restaurant in Lewes, Delaware. October’s topic was “Tax and Financial Planning Strategies for 2019.” We were joined by Special Guest Alison Houck, CPA. Alison is a Managing Partner at Faw Casson, Rehoboth Beach. Todd Talks are hosted on the second Friday of every month with a new...

Financial Planning

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June Financial Planning “Todd Talk”

On June 14th, Blue Rock Financial Group Hosted another Todd Talk at the Wheelhouse Restaurant in Lewes, DE. This month’s topic was “Do You Need A Delaware Will? And Other Estate Planning Topics”. Todd was joined by Kevin Baird, Managing Partner at Baird Mandalas Brockstedt, LLC. Todd Talks are hosted on the second Friday of every month with a new topic...

Financial Planning

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Financial Planning “Todd Talk”

Blue Rock Financial Group hosted our first “Todd Talk” event on Friday, January 11th at the Wheelhouse in Lewes, DE. This event is free and open to the public. Todd Talks will take place on the second Friday of every month....

Financial Planning