About the Financial Planning “Todd Talk”


Blue Rock Dravo Bay proudly hosts a regularly scheduled educational event open to the public. Each month we tackle a new topic, invite guest speakers and hear from the experts regarding some of the hottest topics in the financial world.

 

 

 

Please Join us for free by registering below.


All “Todd Talks” are postponed until further notice.

 

Todd Roselle, CFP® CHFC®

Partner

In the Community

Coronavirus (COVID-19): What Does This Mean For You?

By: Carter McClung We are in the midst of unrivaled fear and uncertainty. We don’t know when the market is going to recover, what the future of the economy will be like, how healthcare will handle the increased capacity, and when there will be a cure for COVID-19....

Why Proactive Tax Planning is Key to A Strong Financial Plan

Taxes are often thought about as a once-per-year sprint to file by April 15, but taxes play a much bigger role in your life than that. Taxes touch every aspect of your financial plan from how you save to how you invest to how you spend money.  All of your financial...

ABC Delaware Networking Night

On the night of February 20th, Todd and Carter were fortunate to attend ABC Delaware’s Networking Night at Lefty’s Alley and Eats in Lewes, DE. Blue Rock 401k Group is a supporting member of ABC Delaware and has been the #1 sponsor of this event for the last 3 years....

ABC Breakfast – New Delaware Healthcare Initiative

Individuals listed in the picture from left to right are as follows: Steve Lex, Congresswoman Lisa Blunt Rochester, Todd Roselle, Howard "Lew" Morrison. Steve is a member of ABC and is Vice President of Pettinaro Construction Inc. Since 2017, Congresswoman Lisa Blunt...

Todd Talk | SECURE Act: Impact on Taxes and Retirement – Lewes Public Library

Blue Rock Dravo Bay hosted the February Todd Talk on February 5th at the Lewes Public Library in Lewes, DE. February's topic was “SECURE Act: Impact on Taxes and Retirement.” We were joined by Special Guest, Alison Houck, CPA & Managing Partner at Faw Casson. Here...

DVMA Winter Conference

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...

November 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 President & Licensed...

19th Annual Delaware SHRM State Conference

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...

4th Annual Delaware Resorts 55+ Expo

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...

Kelly Kaczmarczyk studying for Certified Financial Planner™

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...