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 2020

Financial Planning for LGBTQ Communities: Live at 4 pm on April 15

Planning for a stable financial future can be stressful, and for LGBTQ+ individuals, discrimination and systemic challenges can make this even more difficult.

In recognition of Money Smart Week, we’ll chat with financial experts from the Prince George’s Community College Financial Empowerment Center, University of Maryland 4H Extension, and Toler Financial Group about what those challenges are and what LGBTQ+ people can do to prepare and plan for the financial life they desire.

It will air live at 4 pm on April  15


Sustainable Investing Earth Day: Part 1

Webinar April 14 at 6 pm EDT: Green Bonds

Given by Fran Toler and presenters from Calvert Investments

Join us for an Earth Day celebration of Sustainable Investing, part One!

With several experts from Calvert Investments in a “fireside chat” type of webinar, we will explore some of the following topics:

  • What are Green Bonds and what positive impact are they having? Let’s hear how sustainability issues can play a big role in the bond side of your portfolio as well as the stock side. Learn about how and why certain companies are raising money specifically for sustainability efforts through green bonds, and the growing interest this is generating.

At Toler Financial Group, we think shareholder engagement is one of the most important components of sustainable investing. We get to know our investment company partners well, because we deeply care about whether they are committed and effective in their engagement with corporations. How are companies like Calvert Funds engaging with companies they invest in on several issues:

    • Diversity, inclusion and equity
    • Environmental and sustainability issues

Our Presenters

Andrew Goodale

Portfolio Manager for Fixed Income @Calvert Funds (Eaton Vance) Andrew Goodale is a vice president of Eaton Vance Distributors and an institutional portfolio manager for Calvert’s suite of taxable investment-grade fixed-income strategies. He is responsible for client communications and insights on investment strategy and portfolio positioning. He joined Eaton Vance in 2016 and has worked with the Calvert portfolio management team since that time.

Lenore Reiner

VP, Responsible Investment Strategy Specialist @Calvert Funds (Eaton Vance) Lenore Reiner is a vice president and senior responsible investment strategy specialist for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global markets. She is responsible for the suite of strategies focused on responsible investing, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies and asset allocation funds. Lenore is responsible for client and internal communications and insights on investment strategy and portfolio positioning. She joined Calvert Research and Management in 2017.

Sustainable Investing Earth Day: Part 2

Webinar April 28 at 6 pm EDT: Protecting Tropical Forests

Given by Marcio Silveira

The Amazon is burning at record pace! This is an enormous global problem.

Joint this webinar to learn more about the importance of tropical forests to the global eco-system and climate change. Marcio will lead a discussion of actions you can do as a citizen, consumer, and investor.


Schedule of Future WEBINARS:

April 14 – Sustainable Investing Earth Day: Green Bonds 

April 28 – Sustainable Investing Earth Day: Rain forests

May 12, 6 pm – Retiring soon? 8 Things to DO FIRST!

June 9, 6 pm – Personal Cybersecurity – The latest!

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

July 14, 6 pm – Half-year Market Update


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Our Past Webinars

Here are links to some of our favorite recent Webinars:

March 24: ESG Conference at George Mason University (soon)

March 3: Proactive Tax Strategies for 2021

Feb. 24: 5 Ways to pay less  for College

Our Past In-Person Events