Educational Events

At Montgomery Financial 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. Use the arrows to scroll from month to month.

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Saturday
Retirement 2018 .... A Changing Economy workshop at Ruth's Chris in Berlin, MD
6:30PM–8:30PM
An informative program exclusively devoted to the financial challenges that retirees and those nearing retirement face today. Your host, Jeff Montgomery will discuss the obstacles, the…
Retirement 2018 .... A Changing Economy workshop at Ruth's Chris in Berlin, MD
6:30PM–8:30PM
An informative program exclusively devoted to the financial challenges that retirees and those nearing retirement face today. Your host, Jeff Montgomery will discuss the obstacles, the…
Retirement 2018 .... A Changing Economy workshop at Ruth's Chris in Berlin, MD
6:30PM–8:30PM
An informative program exclusively devoted to the financial challenges that retirees and those nearing retirement face today. Your host, Jeff Montgomery will discuss the obstacles, the…
Retirement 2018 .... A Changing Economy workshop at Liberatore's Restaurant in Westminster, MD
6:30PM–8:30PM
An informative program exclusively devoted to the financial challenges that retirees and those nearing retirement face today. Your host, Ed Loftice will discuss the obstacles, the…
Coaching Event: Engineering Matters coaching class at the Gary J. Arthur Community Center
6:00PM–8:30PM
Engineering + Execution - Fees = RETURN Please join your Financial Coach, Ed Loftice, for this informative coaching event where he discusses how engineering and…
Retirement 2018 .... A Changing Economy workshop at Liberatore's Restaurant in Westminster, MD
6:30PM–8:30PM
An informative program exclusively devoted to the financial challenges that retirees and those nearing retirement face today. Your host, Ed Loftice will discuss the obstacles, the…