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 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 2019

October, 2019

Social Security Planning

What Baby Boomers Need to Know to Maximize Retirement Income

 Learn the answers to your questions:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Should my spouse and I take our benefits at the same time?

Dinner workshop: Thursday, Oct. 24 6-8 pm;  

Lunch Workshop: Friday, Oct. 25 12:00 pm – 1 pm

Register here

November, 2019

IRAs and 401k Rollovers

  • Tax strategies for lifetime tax management
  • Pros and Cons of Rollovers
  • RequiredMinimumDistributions
  • Roth IRAs and 401ks, Back door Roth and Roth strategies

  • Dinner workshop: Tuesday, Nov. 19 6-8 pm;  

  • Lunch Workshop: Wednesday, Nov. 20 12:00 pm – 1:30 pm

Past Events 2019

March 19-20:  The new tax law and how it affects you.

February 5-6 – Forecast 2019: Where we’ve been, Where we are, Where we may be going 

Plus ANATOMY OF A RECESSION  2018 was a bumpy ride, not the smooth up-market that 2017 was!

Past Events 2018

December, 2018: Winter Break Self-Defense featuring Lauren Taylor from Defend Yourself.  Empowerment Self-Defense Class for Adult Women/Non-Binary/Transgender

November, 2018: Cybersecurity and Identity Theft

October, 2018:  Socially Responsible Investing and Gender Equity, with guest expert Jennifer Cannon.  

September:  Savvy Social Security Planning: 

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 – May – Cybersecurity – 10 Threats Every Person and Business Faces and How to Fight Them now

June – 6 Retirement Account Options Every Retiree Must Know

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