Latest Past Events
Estate Planning Made Easy
Leland Township Library 203 E. Cedar Street, LelandAttend 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 to financial education, for all.
All About Roth Conversions
Senior Center 801 E Front St, Traverse CityAttend 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.
Social Security Refresher
Leland Township Library 203 E. Cedar Street, LelandAttend 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 with a mission to provide open access to financial education, for all.