Welcome to Our Free Public Webinars

Educating our community about important financial concepts is part of our mission. Due to the measures we are all taking to prevent the spread of 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. Bring your own popcorn!

Coming Events 2021

Get the Most College for the Least Cost

Thursday, June 10 at 12 pm MDT or 2 pm EDT 

Given by Marcio Silveira

In the 21st century having a college education is believed to be important because it is considered the gateway to middle class life in America. Unfortunately, the cost of college is a major barrier to this much vaunted achievement for students and families.

Student debt in this country exceeds $1.71 trillion, spread out among about 44.7 million borrowers. This staggering number prevents many graduates from actually living their American dream.

Attend this training to learn why 89% of students do not pay the full sticker price for college and what they knew and did to meet the college funding challenge and get the most college for the least cost.


  • When, why, and how to make the best college plan.
  • Identifying the best grants, scholarships, and cost reducing methods.
  • The basics of student loans and loan forgiveness.
  • Understanding the FAFSA Form and CSS Profile.
  • What you need to know about financial aid, tuition reduction, tax moves, and more!
  • Choosing the best/most cost-effective school/education option for your child.

Marcio Silveira, CFP®, CFA®

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 on college planning and student loan strategies. 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 for June 10, 2 pm EDT


What are the top THREE things you should plan before retiring?

Webinar June 23 at 6 pm EDT

Given by Fran Toler

Setting that retirement date is exciting and nerve-wracking – are you really ready? What are the biggest strategies you should be thinking about?  Join us for a deep dive on pre-retirement planning topics that are a MUST! We want you to be fully prepared for this big step when you are ready to take it!

Register here for June 23, 6 pm (soon)

Rainbow Families Conference

You are welcome to join us at this year’s virtual Rainbow Family LGBTQ+ Conference. Excellent talks, inspiring speakers and lots of fun!!
The link:

Schedule of Future WEBINARS:

June 10, 2 pm – Get the Most College for the Least Cost!

June 23 at 6 pm – What are the top THREE things you should plan before retiring?  

July (maybe)- Half-year Market Update

August 18 – 6 pm Is the Mexico Beach Plan right for You?

Sept. – Personal Cybersecurity – The latest!

Oct. – Federal Employees – What you need to Know!

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Our Past Webinars

Here are links to some of our favorite recent Webinars:

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 (soon)

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

Feb. 24: 5 Ways to pay less  for College


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

Our Past In-Person Events