WELCOME to our EVENTS
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
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
IRAs and 401k Rollovers
- Tax strategies for lifetime tax management
- Pros and Cons of Rollovers
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.
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