December Financial Planning Todd Talk

December Financial Planning Todd Talk

Blue Rock Dravo Bay 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...
November Financial Planning Todd Talk

November Financial Planning Todd Talk

Blue Rock Dravo Bay 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...
October Financial Planning Todd Talk

October Financial Planning Todd Talk

Every month Blue Rock Dravo Bay 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...
June Financial Planning Todd Talk

June Financial Planning Todd Talk

On June 14th, Blue Rock Dravo Bay 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...