About the Financial Planning “Todd Talk”


Blue Rock Dravo Bay proudly hosts a regularly scheduled educational event open to the public in Lewes Delaware. 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.


Financial Planning “Todd Talk”

February Topic:

The SECURE Act: Impact on Taxes and Retirement  

 

February 5th, 2020 at 8 AM
Lewes Library, 111 Adams Ave, Lewes, DE 19958

Join Todd Roselle, CFP®, ChFC® and Alison Houck, CPA at the Lewes Library as they discuss the recently passed SECURE Act and how these changes will impact taxpayers and retirement plans. 

 

Todd Roselle, CFP® CHFC®

Partner

In the Community

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...

October 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 Managing Partner at Faw Casson,...

ABC Delaware Panel Discussion – Managing Personal Finance

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...

Carvertise

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,...

In|Vest Conference 2019

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...

eMoney Training Session

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...