Financial Advisor, Principal, Kelly Group and philanthropist, Jodi knows what it takes to be a Savvy Woman. With over 30 years of experience in financial services, Jodi brings a wealth of knowledge which helps strengthen the client experience through holistic planning. In Jodi's presentation, she will teach you the five financial mistakes most women make and will help you identify the steps you can take towards greater financial health.
You will leave understanding how:
1) Financial planning is not a one-size-fits-all program
2) To approach your financial life in a much more organized and coordinated way
3) Moving forward, maintaining good financial health is a lifestyle choice
Known for her ability to listen and a passion for finding solutions, Jodi relishes every opportunity to help clients with their short and long term financial goals and objectives, through hands-on financial review.
Jodi’s clients benefit from her past experience with over 24 years in the banking industry. Jodi has a BA in Business from Notre Dame Maryland University, and is a Registered Representative and an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Jodi has her Series 6, 7, 63, and 65 registrations and joined The Kelly Group in 2009, as a Financial Advisor.
Jodi is a strong advocate for women, and teaches the Savvy Woman Financial Series as an adjunct at Harford Community College. She serves on the Executive Board of the Women’s Giving Circle of Harford County, and was one of the original founding members. She is member of the Chesapeake Professional Women’s Network, and serves on the Advisory Council for the Community Foundation of Harford County. Jodi also speaks extensively to couples on the strategies of Social Security and retirement planning.
Jodi and her husband are residents of Forest Hill, Maryland and have two married children and three grandchildren. As a couple, Jodi and her husband enjoy spending time outdoors camping with their family, and riding their ATV’s.
|Start Date||03/27/2018 11:30 AM|
|End Date||03/27/2018 01:30 PM|
|Informal Networking||11:00 AM|
|Location|| Richlin Ballroom|
1700 Van Bibber Rd
Edgewood MD 21040