WELCOME to our EVENTS
Part of our mission is educating our community about important financial concepts. 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 – refreshments are provided.
Fall, 2018: Monthly free public seminars affiliated with SOFA designed to enhance financial literacy. TBA.
Past Events 2018
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.
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