Money Series

Open Access to Financial Education, For All

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Social Security Refresher

Leland Township Library 203 E. Cedar Street, Leland

Attend the Money Series to learn all about Social Security, when to file and how it fits into your financial and tax planning. The Money Series is a local nonprofit […]

All About Roth Conversions

Senior Center 801 E Front St, Traverse City

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 […]

Estate Planning Made Easy

Leland Township Library 203 E. Cedar Street, Leland

Attend the Money Series to understand the importance of estate planning for you and your family. The Money Series is a local nonprofit with a mission to provide open access […]

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