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Welcome to Blue Rock News & Events
Carter McClung Passes CFP® Examination
Oct 14, 2020
Blue Rock Financial Group is extremely proud to announce that one of our own passed the CERTIFIED FINANCIAL PLANNER examination on September 23, 2020. Blue Rock Financial Group formally Congratulates Carter McClung. There are over 310,000 financial advisors in the United States. According to the latest CFP® statistics, of those 310,000+ advisors, only 86,900 are CFP® Professionals. The most impressive...
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Events
ABC Delaware Networking Night
Feb 25, 2020
On the night of February 20th, Todd and Carter were fortunate to attend ABC Delaware’s Networking Night at Lefty’s Alley and Eats in Lewes, DE. Blue Rock 401k Group is a supporting member of ABC Delaware and has been the #1 sponsor of this event for the last 3 years. As a leading sponsor of ABC Delaware, we aim to...
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Events
ABC Breakfast – New Delaware Healthcare Initiative
Feb 19, 2020
Individuals listed in the picture from left to right are as follows: Steve Lex, Congresswoman Lisa Blunt Rochester, Todd Roselle, Howard “Lew” Morrison. Steve is a member of ABC and is Vice President of Pettinaro Construction Inc. Since 2017, Congresswoman Lisa Blunt Rochester has been serving as a U.S. Representative for Delaware’s at-large congressional district. Todd Roselle is an ABC...
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Motorcycle Santa
Dec 12, 2019
Blue Rock Financial Group donated various gifts to this year’s Motorcycle Santa event. Motorcycle Santa is a non-profit organization that gifts essential items to the Ronald McDonald House of Delaware and the Children’s Hospital. Motorcycle Santa is unique. They’re not just a gift-giving organization but an experience to get the community involved to serve those in need. Motorcycle Santa dresses...
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Events
DVMA Winter Conference
Nov 20, 2019
On November 20th, Blue Rock Financial Group was an exhibitor at the DVMA Winter Conference held at Dover Downs Hotel & Casino. Attendees to the DVMA 2019 Winter Conference earned up to six hours of continuing education credits at the conference. The educational program consisted of three specialty tracks: Companion Animal, Veterinary Technology, and Large Animal/Equine. We enjoyed being back...
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Events
19th Annual Delaware SHRM State Conference
Nov 6, 2019
The 19th Annual Delaware State Human Resources Conference and Expo was held November 4-5, 2019 at Dover Downs Hotel and Casino. The theme for 2019 was “People, Purpose & Passion: Pathway to 2025.” Todd had the opportunity to speak at the conference along with George (Zeke) James from Vanguard. Their breakout session was entitled “How much does your 401k have...
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Events
4th Annual Delaware Resorts 55+ Expo
Nov 2, 2019
On November 2nd, Blue Rock Financial Group was a proud sponsor of the fourth annual Delaware Resports 55+ Expo at Cape Henlopen High School. A wide range of organizations and companies participate in this event and present a variety of services that are beneficial for the 55+ community. The Expo was well attended with over 2000 visitors who enjoyed learning...
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Events
Kelly Kaczmarczyk studying for CERTIFIED FINANCIAL PLANNER™ Designation
Oct 16, 2019
Our Client Relations Specialist, Kelly Kaczmarczyk, is currently studying for her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She has passed 2/6 of the courses needed to sit for the exam in July, which include the courses on “General Financial Planning Principles, Professional Conduct, and Regulation” and “Risk Management, Insurance, and Employee Benefits Planning.” She is currently studying for the third module...
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Events
ABC Delaware Panel Discussion – Managing Personal Finance
Sep 5, 2019
Todd spoke at a Panel Discussion for ABC Delaware on Thursday, September 5th. The topic of the discussion was “Mo Money Mo Problems” AKA Managing Personal Finances. ABC Delaware promotes open competition through Free Enterprise and enriches individuals, while developing leaders in our community and the construction-related industries. Todd was joined by Andrew Baker with Diamond State Financial Group (pictured...
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Events
Carvertise
Aug 14, 2019
On August 14th, Todd spoke at an introductory 401k meeting with the company Carvertise. Carvertise is a national advertising company that pays everyday drivers to place removable ads on their cars. Here at Blue Rock 401k Group, we focus on helping companies design, implement and monitor their retirement plans. Our independence and knowledge have enabled us to grow into one...
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Theo Dressler, CFP® Elected as Director & Member of the Board for the Delaware Submarine Association
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