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R.J. Kelly
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Breakout Session 
April 21, 2017 | 12:00 PM

Doing Well By Doing Good: Why Helping a Prospect’s Higher Purpose Can Make Them a Client 

R. J.  Kelly,  Wealth Legacy Group, Inc

Are you looking for:

  • An angle? A way to distinguish yourself from other financial advisors?
  • A niche in which to meet wealthy & affluent prospective clients?
  • Ways to become the “go-to person” for high net worth individuals and families?
  • Methods to create greater visibility in your community?
  • More psychic income from doing things of lasting value and purpose – while also receiving meaningful tangible income, too?

If you answered yes to one or more of those questions, this session is the one to attend! With several case studies, planning strategies, and getting clear on your “why?”, hear from an advisor who has as a life’s goal to facilitate directly or indirectly $1B towards philanthropy! Having already crossed the $100M mark, and well on his way to a second hundred million of recaptured “involuntary philanthropy”, what can you garner towards making philanthropic planning & coaching an ever bigger – more valuable – part of your practice?

R. J. Kelly, ChFC®, CLU®, IAR, RICP®, MSFS, is the Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc., a company specializing in the diverse needs of closely-held business and professional families. Creator of the Wealth Legacy Assessment™ and the Critical Actions Roadmap™, R. J. develops comprehensive plans that maximize investment growth, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. He is also the Co-Founder and Chair of The Center for Wealth & Legacy™, a non-profit organization in San Diego which presents the annual “Leadership, Legacy & Inspiration Awards™” and the tri-annual “Leadership Insights Forum™”.

R. J. has been in the financial services industry since 1977. He is a Chartered Life Underwriter and Chartered Financial Consultant, has a Masters in Financial Services with an emphasis in taxation, and is an Investment Advisor Representative of Wealth Legacy Group®, Inc., a Registered Investment Advisor.

He is nationally recognized for his technical skills in estate planning, business succession, national and international risk management, wealth appreciation, executive benefits and charitable tools. R. J. is frequently relied upon as an expert witness in litigation matters. Additionally, as a Life Coach™ and accredited Interplay™ facilitator, he is skilled in handling delicate interpersonal matters and facilitating family communication.

Major publications include the San Diego Union Tribune, LA Times, Denver Post and Yahoo Finance. Speaking audiences include the Vistage International Conference, Young Presidents Organization, Sharp Hospital Foundation, the Association for Advanced Life Underwriting in Australia, Hewlett Packard, the San Diego County Bar – Business Law Section, and more. He has been featured on the PBS series “The Financial Advisors”, the radio program “Inside Business”, the Wealth Channel, and is now co-host of the Internet radio program “The Wealth Building Hour” on

R. J.’s interests include a commitment to being a wise and fun husband, performing in a contemporary Christian band, and being active in community, church and international volunteer work. He has worked in Guatemala, Mexico, Myanmar, Cambodia and Russia on service and humanitarian projects. In 2005 he raised over $30k to help Cambodian landmine victims and a school in Phnom Penh. An eight time marathoner, he has raised $35k for Leukemia-Lymphoma research through his running. His life goals include facilitating directly or indirectly $1 billion to charity (he has recently reached the $100M mark), serving overseas in Liberia & India in 2020 (his “2020 Vision”) and travels to Bhutan, Iguaçu Falls, Machu Picchu, Tibet, India and the Amazon. He recently accomplished a long time dream of doing a tail hook landing and catapult take off from the aircraft carrier, USS Abraham Lincoln.

R. J. is blessed to be married to his beautiful wife, Vymean, a survivor of the killing fields of Cambodia, and one equally committed to making the world a better place.

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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