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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...

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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...

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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...

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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...

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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....

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