Welcome to Blue Rock News & Events

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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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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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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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...

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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 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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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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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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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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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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