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Welcome to Blue Rock News & 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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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...
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Financial Planning
Todd Talks
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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Events
In|Vest Conference 2019
Jul 17, 2019
Todd and James attended the In|Vest conference on July 16-17 in New York City. In|Vest has grown into the industry’s largest and most anticipated digital wealth management event of the year, with 1500+ executives attending from across the entire industry. It brings together the entire wealth management industry – those that serve retail customers, digital advisors, insurance, asset managers, investors,...
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Events
eMoney Training Session
Jul 1, 2019
Todd and James attended an Advanced Financial Planning Training Session for Expert Users at the eMoney headquarters in Radnor Pennsylvania on Wednesday, June 26. The day long seminar was led by the top 4 trainers at eMoney and provided insight on how to better utilize the financial planning software for clients. There were many ideas discussed and they are looking...
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Events
Blue Rock Day Out
Jun 27, 2019
On June 27th, Blue Rock Financial Group had a team outing at Delaware Park. It was a great day in the beautiful weather watching the horse races!...
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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...
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Financial Planning
Todd Talks
2019 Delaware Mud Run
Jun 9, 2019
The 2019 Delaware Mud Run Jr. took place on June 6th at Frightland and the original Delaware Mud Run, was held 2 days later on Saturday, June 8th. Blue Rock is a proud sponsor of this event; in fact, Todd is the co-founder of the Delaware Mud Run which began in 2009. The Delaware Mud Run is a 5K race...
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