Money Series

Open Access to Financial Education, For All

  • About Us
  • Schedule
  • Presenters
  • Video Replays

January 22, 2020

Social Security and Whac-a-Mole

Whac-a-Mole was a truly frustrating game. Right when you smack your hammer on that mole’s head, another one pops up. It was so frustrating its name has now taken on […]

January 8, 2020

Money Series Video Replay | Unlocking Your Charitable IRA

Watch Jason P. Tank, CFA to learn how to use your IRA as a charitable tool after the new tax law’s changes.

October 22, 2019

Money Series Video Replay | Medigap vs. Medicare Advantage

Watch Andi Dolan of Traverse Benefits to better understand Medicare and discover the key differences between a Medicare Supplemental insurance policy (a.k.a. Medigap) and a Medicare Advantage policy. Money Series […]

October 2, 2019

Money Series Video Replay | Avoiding Financial Scams

Watch Jason P. Tank, CFA, founder of the Money Series, to learn about the latest financial scams affecting seniors and how to prevent you or your loved one from becoming […]

February 23, 2019

Money Series Video Replay | Making Sense of Roth Conversions

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series, to learn about how to evaluate the benefits of Roth conversions. Money Series Schedule

February 22, 2019

Money Series Video Replay | After Your Spouse Passes

Watch Jason P. Tank, CFA, contributing speaker for the Front Street Foundation’s Money Series, to learn about wise money moves after your spouse passes. 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