Posted: October 16, 2019

Blue Rock Dravo Bay

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 on “Investment Planning.”

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Posted: October 11, 2019

October Todd Talk

Blue Rock Dravo Bay

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 Managing Partner at Faw Casson, Rehoboth Beach. Todd Talks are hosted on the second Friday of every month with a new topic each month. Click “RSVP” at the top of the page to attend the next one!

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Posted: September 5, 2019

ABC Delaware Panel Discussion – Managing Personal Finance

Blue Rock Dravo Bay

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 the left), Sam Walton who organized the panel (pictured in the middle), and Israel Mercado with Santora CPA Group (pictured on the right).

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Posted: August 14, 2019

Carvertise

Blue Rock Dravo Bay

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 of the region’s leading providers of retirement plan advice.

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Posted: July 17, 2019

In|Vest Conference 2019

Blue Rock Dravo Bay

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, and more – all to debate and uncover the solutions that are working today, and on the horizon.

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Posted: July 1, 2019

eMoney Training Session

Blue Rock Dravo Bay

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 forward to implementing some of these items in future client meetings.

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Posted: June 27, 2019

Blue Rock Day Out

Blue Rock Dravo Bay

On June 27th, Blue Rock Dravo Bay had a team outing at Delaware Park. It was a great day in the beautiful weather watching the horse races!

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Posted: June 18, 2019

June Todd Talk

Blue Rock Dravo Bay

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 Baird Mandalas Brockstedt, LLC. Todd Talks are hosted on the second Friday of every month with a new topic each month. Click “RSVP” at the top of the page to attend the next one!

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Posted: June 9, 2019

2019 Delaware Mud Run

Blue Rock Dravo Bay

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 with boot camp style obstacles that have been surrounded by or consisting of mud.  The Delaware Mud Run Jr. is a 1.5 mile muddy race which only allows kids ages 6-13 and began in 2011 due to popular demand! ALL proceeds from this event benefit the Leukemia Research Foundation of Delaware.

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Posted: May 23, 2019

2019 Open House

Blue Rock Dravo Bay

Blue Rock held our annual Open House event on May 23rd at our office on the Wilmington Riverfront. We hosted our clients, friends and the Mayor of Wilmington. The Mayor was the Executive Director at the Riverfront Development Corporation for more than 20 years. His professional and political career has been focused on bringing positive change to Wilmington. Thank you to everyone who made it out for making this another successful Open House event.

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