Money Series

Open Access to Financial Education, For All

  • About Us
  • Schedule
  • Presenters
  • Video Replays

April 25, 2018

Money Series Video Replay | New Tax Law Explained

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series, to learn about the new tax law, how it affects your financial life and your financial […]

March 14, 2018

Money Series Video Replay | Preparing Your Small Business for Sale

Listen to Curtis Kuttnauer of Golden Circle Advisors, contributing presenter for the Front Street Foundation’s Money Series, discuss the steps any small business owner should take to eventually prepare their […]

February 7, 2018

Money Series Video Replay | Estate Planning: Matters of Life & Death

Watch Diane Kuhn Huff of Stephen & Anderson, PLC present for the Front Street Foundation’s Money Series and learn the basics of estate planning and its importance throughout your life. […]

January 17, 2018

Money Series Video Replay | Variable Annuities, Fees & Function

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series to learn about variable annuities, how they work, how they are typically sold and all about […]

January 10, 2018

Money Series Video Replay | Social Security

Listen to Jason P. Tank, CFA speak for the Money Series about Social Security’s basic and beyond. Money Series Schedule

November 29, 2017

Money Series Video Replay | Ladybird Deeds

Listen to Scott D. Harvey, Esq. of Parker Harvey, PLC speak for the Money Series about ladybird deeds as an estate planning tool for your real estate holdings. Money Series […]

November 9, 2017

Money Series Video Replay | Medicare Planning

Watch Fred Goldenberg, owner of Senior Benefit Solutions and contributing presenter for the Front Street Foundation’s Money Series, speak about Medicare, your coverage options and how your personal circumstances may […]

October 18, 2017

Money Series Video Replay | You’re 70 1/2! Required Minimum Distributions

Listen to Jason P. Tank speak for the Money Series about required minimum distributions once you reach age 70.5. Money Series Schedule

October 11, 2017

Money Series Video Replay | Investing in Commercial Real Estate

Watch Dan Stiebel of Caldwell Banker Schmidt speak for the Money Series about investing in commercial real estate. Money Series Schedule

September 25, 2017

Money Series Video Replay | How Reverse Mortgages Work

Watch Jason P. Tank speak for the Money Series about reverse mortgages. Money Series Schedule

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Money Series

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

Video Replays

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  • About Us
  • Schedule
  • Presenters
  • Video Replays

© 2026 · Money Series, a Michigan 501(c)(3) nonprofit organization ph: (231) 668-6894