Money Series

Open Access to Financial Education, For All

  • About Us
  • Schedule
  • Presenters
  • Video Replays
Loading Events

« All Events

  • This event has passed.

A Celebration of Life & Death: Building Your Final File

November 13, 2019 @ 10:30 am - 11:30 am

  • « Your IRA, Your RMDs!
  • Unlocking Your Charitable IRA »

Join us for a workshop on creating your “Final File”; a complete collection of your life’s legacy and your estate planning wishes.

Details

Date:
November 13, 2019
Time:
10:30 am - 11:30 am

Venue

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

About Jason P. Tank, CFA, CFP

Jason is both the founder of the Money Series and Traverse City, Michigan-based Front Street Wealth Management, the independent, fee-only wealth advisory firm. Email Jason

Money Series

A Traverse City, Michigan based 501(c)(3) nonprofit founded on the commitment to provide open-access to financial education, for all.

Get Email Invites

Video Replays

There are no upcoming events.
  • About Us
  • Schedule
  • Presenters
  • Video Replays

© 2025 ยท Money Series, a Michigan 501(c)(3) nonprofit organization ph: (231) 668-6894