Money Series

Open Access to Financial Education, For All

  • About Us
  • Schedule
  • Presenters
  • Video Replays

October 22, 2019

Money Series Video Replay | Medigap vs. Medicare Advantage

Watch Andi Dolan of Traverse Benefits to better understand Medicare and discover the key differences between a Medicare Supplemental insurance policy (a.k.a. Medigap) and a Medicare Advantage policy. Money Series Schedule

February 23, 2019

Money Series Video Replay | Making Sense of Roth Conversions

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series, to learn about how to evaluate the benefits of Roth conversions. Money Series Schedule

February 22, 2019

Money Series Video Replay | After Your Spouse Passes

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series, to learn about wise money moves after your spouse passes. Money Series Schedule

November 20, 2018

Money Series Video Replay | New Tax Law, Learn All About It!

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series, to learn about the new tax law, how it affects your financial life and your financial planning. Money Series Schedule

May 10, 2018

Money Series Video Replay | Your Withdrawal Strategy in Retirement

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series, to learn about the factors that affect your withdrawal strategy in retirement. Money Series Schedule

April 25, 2018

Money Series Video Replay | New Tax Law Explained

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series, to learn about the new tax law, how it affects your financial life and your financial planning. Money Series Schedule

March 14, 2018

Money Series Video Replay | Preparing Your Small Business for Sale

Listen to Curtis Kuttnauer of Golden Circle Advisors, contributing presenter for the Front Street Foundation’s Money Series, discuss the steps any small business owner should take to eventually prepare their valuable small business for a successful transition. Money Series Schedule

February 7, 2018

Money Series Video Replay | Estate Planning: Matters of Life & Death

Watch Diane Kuhn Huff of Stephen & Anderson, PLC present for the Front Street Foundation’s Money Series and learn the basics of estate planning and its importance throughout your life. Money Series Schedule

January 17, 2018

Money Series Video Replay | Variable Annuities, Fees & Function

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series to learn about variable annuities, how they work, how they are typically sold and all about their fees. Money Series Schedule

January 10, 2018

Money Series Video Replay | Social Security

Listen to Jason P. Tank, CFA speak for the Money Series about Social Security’s basic and beyond. Money Series Schedule

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Money Series | Front Street Foundation

A Traverse City, Michigan based 501(c)(3) nonprofit founded on the commitment to provide open-access to financial education, for all. Contact us at (231) 668-6894 or email us at info@moneyseries.org

Money Series Schedule

Watch Video Replays

Senior Center
801 E Front St
Traverse City, MI 49686
  • Unlocking Your Charitable IRA

    January 8, 2020 @ 10:30 am - 11:30 am
View all Events at this Venue
Traverse Area District Library
610 Woodmere Ave.
Traverse City, MI 49684
  • Optimizing Your Social Security

    February 12, 2020 @ 6:30 pm - 7:30 pm
View all Events at this Venue
Leland Township Library
203 E. Cedar Street
Leland, MI 49654
  • Unlocking Your Charitable IRA

    December 11, 2019 @ 3:00 pm - 4:00 pm
View all Events at this Venue
  • About Us
  • Schedule
  • Presenters
  • Video Replays

© 2019 · Front Street Foundation, a Michigan 501(c)(3) nonprofit organization ph: (231) 668-6894

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