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 –  refreshments are provided. 



Coming Events 2018

Fall, 2018: Monthly free public seminars affiliated with SOFA designed to enhance financial literacy.   Lunch or dinner provided. All events are located at 1100 Wayne Ave., Ste 670, Silver Spring, MD 20910.

September, 2018:  Savvy Social Security Planning: Workshops: Sep. 27, 6-8 pm or Sep. 28 12-1:30 pm.


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.

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