Money Series

Open Access to Financial Education, For All

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All About Roth Conversions

September 20, 2022 @ 3:00 pm - 4:00 pm

  • « Bear Market Tax Moves
  • Safeguarding Your Online Money »

Attend the Money Series to learn when a Roth conversion makes sense and how to avoid hidden tax pitfalls. The Money Series is a local nonprofit with a mission to provide open access to financial education, for all. Advance registration encouraged.

Details

Date:
September 20, 2022
Time:
3:00 pm - 4:00 pm

Venue

Leland Township Library
203 E. Cedar Street
Leland, MI 49654
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  • « Bear Market Tax Moves
  • Safeguarding Your Online Money »

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.

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