BUSINESS OWNERS
PRE-RETIREES & RETIREES
EXECUTIVES & PROFESSIONALS
TALK TO AN ADVISOR
Search
Call Us
Who We Serve
Business Owners
Pre-Retirees & Retirees
Executives & Professionals
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
Client Login
Account Logins
Go Paperless
RSVP
News & Blog
Blog
News & Events
Join Our Blog
Blue Rock 401k Group
Retirement Plans
401k Client Login
Other
Join the Team
Media Requests
Schedule a Consultation
Videos
TALK TO AN ADVISOR
Welcome to the Blue Rock Blog
December Financial Planning “Todd Talk”
Dec 13, 2019
Blue Rock Financial Group hosted the December Todd Talk on December 13th at the Wheelhouse Restaurant in Lewes, DE. December’s topic was “Charitable Giving.” We were joined by Special Guest, Tom Protack, Vice President of Development of Beebe Medical Foundation and Diane Barlow, Gift Planning Officer at Beebe Medical Foundation. During this event, we talked about how closely tax planning...
Read More
Events
Financial Planning
Todd Talks
November Financial Planning “Todd Talk”
Nov 8, 2019
Blue Rock Financial Group hosted the November Todd Talk on November 8th at the Wheelhouse Restaurant in Lewes, DE. November’s topic was “Emotional & Financial Impact of Advance Funeral Planning.” We were joined by Special Guest, Andrew Parsell, Vice President & Licensed Funeral Director at Parsell Funeral Homes & Crematorium. The next Todd Talk will be held Friday, December 13th...
Read More
Events
Financial Planning
Todd Talks
October Financial Planning “Todd Talk”
Oct 11, 2019
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...
Read More
Events
Financial Planning
Todd Talks
June Financial Planning “Todd Talk”
Jun 18, 2019
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...
Read More
Events
Financial Planning
Todd Talks
Financial Planning “Todd Talk”
Feb 25, 2019
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....
Read More
Events
Financial Planning
Todd Talks
Prev
1
…
5
6
7
Categories
401(k) plan
Business Planning
Events
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Talks
Recent Posts
The Psychology of Retirement: Where Your Money and Mind Come Together
Mint is Dead
October Highlights: Professional Growth & Team Spirit
Dewey Goes Pink 2023 – A Resounding Success
Cash is Back
Who We Serve
Business Owners
Pre-Retirees & Retirees
Executives & Professionals
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
Client Login
Account Logins
Go Paperless
RSVP
News & Blog
Blog
News & Events
Join Our Blog
Blue Rock 401k Group
Retirement Plans
401k Client Login
Other
Join the Team
Media Requests
Schedule a Consultation
Videos
Search
Submit
Clear
Search
Submit
Clear
Search
Submit
Clear
Who We Serve
Business Owners
Executives & Professionals
Pre-Retirees & Retirees
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
Client Login
Account Logins
Go Paperless
RSVP
News & Blog
Blog
News & Events
Join Our Blog
Blue Rock 401k Group
Retirement Plans
401k Client Login
Other
Join the Team
Media Requests
Schedule a Consultation
Todd Talk