Money Series

Open Access to Financial Education, For All

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October 16, 2016

Money Series Video Replay | Planning for the Future of the Family Cottage

Watch Dan A. Penning, founding member of The Penning Group, Advisors and Attorneys, contributing presenter of the Front Street Foundation’s Money Series: Planning for the Future of the Family Cottage, where he’ll explain what happens when the next generation members inherit the family cottage? How do you plan to create a harmonious co-ownership? How do you prevent a family member from forcing a sale of the cottage? How do you keep the cottage out of the grasp of creditors or in-laws?

Money Series Schedule

About Jason P. Tank, CFA

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. Contact Jason

Money Series | Front Street Foundation

A Traverse City, Michigan based 501(c)(3) nonprofit founded on the commitment to provide open-access to financial education, for all. Contact us at (231) 668-6894 or email us at info@moneyseries.org

Money Series Schedule

Watch Video Replays

Senior Center
801 E Front St
Traverse City, MI 49686
  • Unlocking Your Charitable IRA

    January 8, 2020 @ 10:30 am - 11:30 am
View all Events at this Venue
Traverse Area District Library
610 Woodmere Ave.
Traverse City, MI 49684
  • Optimizing Your Social Security

    February 12, 2020 @ 6:30 pm - 7:30 pm
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Leland Township Library
203 E. Cedar Street
Leland, MI 49654
  • Unlocking Your Charitable IRA

    December 11, 2019 @ 3:00 pm - 4:00 pm
View all Events at this Venue
  • About Us
  • Schedule
  • Presenters
  • Video Replays

© 2019 · Front Street Foundation, a Michigan 501(c)(3) nonprofit organization ph: (231) 668-6894

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