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About the Financial Planning “Todd Talk”

Blue Rock Financial Group proudly hosts a regularly scheduled educational event open to the public. Each month we tackle a new topic, invite a guest speaker, and hear from the experts regarding some of the hottest topics in the financial world. To read about some of the previous Financial Planning “Todd Talks” click HERE.

Some of our previous topics include:

  • Navigating Economic Uncertainty: Insights for Investors in Volatile Markets
  • The Psychology of Retirement: Where Your Money and Mind Come Together
  • SECURE Act: Impact on taxes and retirement
  • Presidential Election Tax Analysis
  • Inflation in 2022
  • Real Estate at the Delaware Beaches in 2022
  • Understanding Medicare & Medicare Supplements

Stay informed about our next Financial Planning “Todd Talk” with your RSVP above!

Catch Up on Past Todd Talks

BlogEventsTodd TalksNavigating Economic Uncertainty: Insights for Investors in Volatile Markets
May 21, 2024

Navigating Economic Uncertainty: Insights for Investors in Volatile Markets

In this Financial Planning “Todd Talk,” Todd Roselle, CFP®, ChFC®, Founder of Blue Rock Financial Group, and Nick Lombardo, CFA®, a seasoned Financial Advisor, deep dive into navigating economic uncertainty.…
Todd Roselle, CFP® CHFC®
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BlogEventsTodd TalksThe Psychology of Retirement: Where Your Money and Mind Come Together
November 22, 2023

The Psychology of Retirement: Where Your Money and Mind Come Together

In this Financial Planning “Todd Talk,” Todd Roselle, CFP®, ChFC®, Founder of Blue Rock Financial Group, and Dr. Katie Elder, a multifaceted psychologist and entrepreneur, delve into a comprehensive discussion…
Todd Roselle, CFP® CHFC®
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BlogEventsTodd TalksUnderstanding Medicare & Medicare Supplements
September 21, 2022

Understanding Medicare & Medicare Supplements

When you hit 65 years of age, it can feel like a daunting task navigating Medicare. When should I enroll, what if I'm still covered by a health plan at…
Todd Roselle, CFP® CHFC®
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Blue Rock Financial Group is a Registered Investment Advisor (“RIA”) located in the State of Delaware. Blue Rock Financial Group provides investment advisory and related services for clients nationally. Blue Rock Financial Group will maintain all applicable notice filings and registrations as required by the various states in which Blue Rock Financial Group conducts business. Blue Rock Financial Group renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. View full Terms & Conditions. View Privacy Policy.

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