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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Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
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…
Social Security Strategies Workshop at the Georgetown Library in Georgetown, DE
6:30PM–8:30PM
Please join your host, Jeff Montgomery as he discusses the importance of understanding your Social Security benefits. Location: Georgetown Public Library 123 W Pine Street…
Social Security Strategies Workshop at the Georgetown Library in Georgetown, DE
6:30PM–8:30PM
Please join your host, Jeff Montgomery as he discusses the importance of understanding your Social Security benefits. Location: Georgetown Public Library 123 W Pine Street…
Learn How To Put Your Money To Work For You Workshop at Richland Golf Club in Middletown, 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…
Coaching Event: Finding the Courage to Rebalance at the Montgomery Financial Services Training Center
5:30PM–7:00PM
COURAGE: Mental or moral strength to venture, persevere and withstand danger, fear or difficulty. TRANSLATION: Do the right thing even when it feels terrible. Please…
Learn How To Put Your Money To Work For You workshop at Richland Golf Club in Middletown, 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…