Money Series

Open Access to Financial Education, For All

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Unlocking Your Charitable IRA

January 8, 2020 @ 10:30 am - 11:30 am

  • « Unlocking Your Charitable IRA
  • Socially Responsible Investing: Basics & Beyond »

Learn how to use your IRA as a charitable tool after the new tax law’s changes.

Details

Date:
January 8, 2020
Time:
10:30 am - 11:30 am

Venue

Senior Center
801 E Front St
Traverse City, MI 49686
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  • « Unlocking Your Charitable IRA
  • Socially Responsible Investing: Basics & Beyond »

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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