Events

At Montgomery Financial Services LLC we believe all investors should be encouraged to increase their knowledge. Education is a key component to having a successful investing experience. We regularly hold Educational Workshops for our clients and the general public. Please click on the date below to make your reservation for the next workshop.

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Rescue Your Retirement Course at Delaware Technical Community College - First Day of Class
6:00PM–8:30PM
A comprehensive 2-day retirement planning course for conservative investors with Investment Advisor and Instructor Jeffrey Montgomery. With your registration you will receive a course workbook and…
Rescue Your Retirement Course at Delaware Technical Community College - 2nd Day of Class
6:00PM–8:30PM
A comprehensive 2-day retirement planning course for conservative investors with Investment Advisor and Instructor Jeffrey Montgomery. With your registration you will receive a course workbook and handouts,…
Learn How To Put Your Money To Work For You Dinner Workshop at The Mt. Airy Tavern in Mt. Airy, MD
6:00PM–8:00PM
An informative program exclusively devoted to the financial challenges that retirees and those nearing retirement face today. Your hosts, Ed Loftice and Ed Scott will…