The Money Series brings open-access to financial education, for all. Delivered by professional experts, our presentations deliver commercial-free education on a wide range of personal financial planning topics. For more information, contact us at (231) 668-6894.
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Bear Market Tax Moves
September 14, 2022 @ 10:00 am - 11:00 amSenior Center
801 E Front St
Traverse City, MI 49686 + Google Map
Traverse City, MI 49686 + Google Map
All About Roth Conversions
September 20, 2022 @ 3:00 pm - 4:00 pmLeland Township Library
203 E. Cedar Street
Leland, MI 49654 + Google Map
Leland, MI 49654 + Google Map
Safeguarding Your Online Money
October 12, 2022 @ 10:00 am - 11:00 amSenior Center
801 E Front St
Traverse City, MI 49686 + Google Map
Traverse City, MI 49686 + Google Map
Estate Planning Made Easy
October 18, 2022 @ 3:00 pm - 4:00 pmLeland Township Library
203 E. Cedar Street
Leland, MI 49654 + Google Map
Leland, MI 49654 + Google Map
All About Roth Conversions
November 9, 2022 @ 10:00 am - 11:00 amSenior Center
801 E Front St
Traverse City, MI 49686 + Google Map
Traverse City, MI 49686 + Google Map