Posted: November 20, 2019

DVMA Winter Conference

Blue Rock Dravo Bay

On November 20th, Blue Rock Dravo Bay 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 at this event and are looking forward to next year!

Read More

Posted: November 8, 2019

November Todd Talk

Blue Rock Dravo Bay

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 President & Licensed Funeral Director at Parsell Funeral Homes & Crematorium. The next Todd Talk will be held Friday, December 13th at the Wheelhouse Restaurant at 10 AM. December’s topic is “Charitable Giving” and we will be joined by Special Guest Tom Protack, Vice President of Development for the Beebe Medical Foundation. If you would like to join us at our December Todd Talk, click RSVP at the top of the place and let us know!

Read More

Posted: November 6, 2019

19th Annual Delaware SHRM State Conference

Blue Rock Dravo Bay

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 in common with Back to the Future?” The presentation was well themed and quite the hit for the 40 attendees from all areas of the Human Resource profession. Thanks to DESHRM and their very strong committee for the invite! We’ll come back any time!

Read More

Posted: November 2, 2019

4th Annual Delaware Resorts 55+ Expo

Blue Rock Dravo Bay

On November 2rd, Blue Rock Dravo Bay 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 more about the 80 companies and organizations on hand presenting their products and services.

Read More

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.”

Read More

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!

Read More

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).

Read More

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.

Read More

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.

Read More

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.

Read More