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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Saturday
Coaching Event: Finding the Courage to Rebalance at the Montgomery Financial Services Training Center
10:00AM–11:30AM
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 Bear Trap Dunes Golf Club in Ocean View, DE
5:30PM–7:30PM
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,…
Learn How To Put Your Money To Work For You Workshop at Bear Trap Dunes Golf Club in Ocean View, DE
5:30PM–7:30PM
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,…