Money Series

Open Access to Financial Education, For All

  • About Us
  • Schedule
  • Presenters
  • Video Replays

September 22, 2017

Money Series Audio Replay | Beneficiary Designations, Getting It Right!

Listen to Jason P. Tank, CFA, founder of the Front Street Foundation speak on behalf of the Money Series on the topic of beneficiary designations. Accompanying the audio replay are downloadable slides of his presentation. WE APOLOGIZE FOR THE AUDIO QUALITY OF THIS PROGRAM!

Download Slides

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. Contact Jason

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

[tribe_featured_venue slug="senior center" limit="3"] [tribe_featured_venue slug="leland township library" limit="3"]
  • About Us
  • Schedule
  • Presenters
  • Video Replays

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