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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...