Money Series

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Socially Responsible Investing: Basics & Beyond

January 22, 2020 @ 3:00 pm - 4:00 pm

  • « Unlocking Your Charitable IRA
  • Optimizing Your Social Security »

Learn about the ins-and-outs, opportunities and challenges of socially responsible investing.

Details

Date:
January 22, 2020
Time:
3:00 pm - 4:00 pm

Venue

Leland Township Library
203 E. Cedar Street
Leland, MI 49654
  • « Unlocking Your Charitable IRA
  • Optimizing Your Social Security »

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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