Educating our community about important financial concepts is part of our mission. We do this in two ways – free public events described here, and free workplace seminars.
We hope you can join us for an upcoming public event.  Monthly free public seminars affiliated with SOFA are designed to enhance financial literacy.   Lunch or dinner provided. All events are located at 1100 Wayne Ave., Ste 670, Silver Spring, MD 20910.



Coming Events 2018

November, 2018: Cybersecurity and Identity Theft. Workshops Nov. 29 at 6 pm or Nov. 30 at noon.

December, 2018: Winter Break Self-Defence featuring Lauren Taylor from Defend Yourself.  (There is a pre-registration and fee requirement).

  • Morning Dec. 27: Middle School – All genders (ages 9-12)
  • Afternoon Dec. 27: High School girls/Non-binary/Trans (ages 13-16)
  • Morning Dec. 28: College women/ Non-binary/Trans (ages 17-20)
  • Afternoon Dec. 28: Adult women/Non-binary/Trans

Past Events 2018

October, 2018:  Socially Responsible Investing and Corporate Gender Equity, with guest expert Jennifer Cannon.  RSVP:  Workshops:Oct. 23 , 6-8 pm or Oct. 24, 12-1:30 pm.

September:  Savvy Social Security Planning: Workshops: Sep. 27, 6-8 pm or Sep. 28 12-1:30 pm.

July 3:  We celebrated our big move down the street to a larger office:  from 1010 Wayne Ave.  to  1100 Wayne Ave.

June 16: The 10th Annual Silver Spring Blues Festival Toler Financial Group had a successful booth at this Festival.  Many interested people talked with our representative.

May 5:   Biennial Rainbow Family Conference & Gathering

Rainbow Families Biennial Family Conference is a day full of both educational and social events, featuring activities and sessions that allow LGBTQ families to not only learn more about the topics that matter to them, but also to build on their own community of support.  Toler Financial Group had a welcoming booth at this conference.


Past Events 2017

January –  IRA Tax Planning:Tax-Saving Strategies to help you get more out of your IRA

March –  IRA Tax Planning:Tax-Saving Strategies to help you get more out of your IRA

April – MayCybersecurity – 10 Threats Every Person and Business Faces and How to Fight Them now

June – 6 Retirement Account Options Every Retiree Must Know