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 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...
Read More
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...
Read More
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...
Read More
Events
SECURE Act: Impact on Taxes and Retirement – Lewes Public Library
Feb 5, 2020
Blue Rock Financial Group hosted the February Todd Talk on February 5th at the Lewes Public Library in Lewes, DE. February’s topic was “SECURE Act: Impact on Taxes and Retirement.” We were joined by Special Guest, Alison Houck, CPA & Managing Partner at Faw Casson. Here are some of the key takeaways from the event. For Retirees Required Minimum Distribution...
Read More
Events
Financial Planning
Retirement Planning
Tax Planning
Todd Talks
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
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...
Read More
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...
Read More
Events
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
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...
Read More
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...
Read More
Events
Prev
1
2
3
4
5
Next
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