Welcome to Our Free Public Webinars

Educating our community about important financial concepts is part of our mission. Due to the  coronavirus, our events are currently still being held as webinars instead of in person meetings.

We hope you can join us for one or more of these timely events – they are easy to join from your home computer.  The presentations are lively, fact-filled and informal.  Your questions are encouraged!  Information is posted below. 

We plan to be able to go back to our in-person Seminars soon in 2022!  We will continue to hold them as webinars at the same time.

Coming Events 2022

Federal Employees - Blind Spots you need to Know!

Webinar January 12  at 6 pm EDT

Do you have Disability Insurance as a Fed. Employee??

Did you know big TSP changes are coming in 2022?

If you are a Federal Government Employee, these questions are very relevant. Other questions you might ask are:

    • Do I have enough long-term disability insurance?
    • Am I paying too much for life insurance?
    • How does the FERS pension work?

Come to our Toler Financial Group Webinar on January 12 – Federal Employees – What you need to know! Federal Employees have a great set of benefits, but there are a few blind spots!  We will cover the following topics:

  • Health Insurance – FEHBA
  • Health care FSA
  • Dependent Care FSA
  • Life Insurance – FEGLI
  • Paid time off – PTO
  • Public Service Loan Forgiveness – PSLF
  • FERS Disability Retirement
  • FERS Retirement Pension
  • Thrift Savings Plan – TSP
  • Lifecycle Funds – L Funds
  • Upcoming changes to TSP

Come to our webinar to learn how these unique benefits work and how you can leverage them. You will also learn where they fall short and what you can do about it.

Given by Marcio Silveira, CFA® , CFP®

Marcio is a Financial Advisor at Toler Financial Group. His mission is to bring sustainable personal finance to individuals and families. He has been featured in the Wall Street Journal, CNBC, Forbes, and many other media venues. Marcio has spoken at several industry conferences about serving Gen X families. Marcio can work with clients in English, French, Spanish and Portuguese. He has CFP® (Certified Financial Planner™) and CFA® (Chartered Financial Analyst®) designations.

Register here soon for January 12, 6 pm

Schedule of Future WEBINARS:

January 12 6 pm: Federal Employees – Blind Spots you need to Know!

Feb. – March – New Professional Practice

May – TBD

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Our Past Webinars

Here are links to some of our favorite recent Webinars:

2021

October 27 – Combating Climate Change with Fossil Fuel Free Investing with Trillium ESG Global Equity team.

June 23 at 6 pm – What are the top THREE things you should plan before retiring? https://youtu.be/eJS4UbBEaE0

https://www.youtube.com/watch?v=eJS4UbBEaE0

April 28: Sustainable Investing Earth Day: Protecting Tropical Forests as an Investor: https://youtu.be/E4D9dTNR5cU 

April 15: Financial Planning for LGBTQ Communities :  https://www.youtube.com/watch?v=aLIGIVEbkgo

March 24: ESG Conference at George Mason University: https://www.youtube.com/watch?v=TsLDgaGel5k

March 3: Proactive Tax Strategies for 2021: https://www.youtube.com/watch?v=nPlm3SA1V44

Feb. 24: 5 Ways to pay less  for College

2020

Invest Your Values Webinar – Racial and Gender Equity:  https://www.youtube.com/watch?v=Dpxaz6XfFPE

Invest Your Values – Climate Change and Fossil Fuel Free Investing  https://www.youtube.com/watch?v=CP-01jTyk-k

Like what you see? Have questions? Talk to one of our Advisors

Our Past In-Person Events