Broker Check
16 July
Money in Motion: Building a Personalized and Efficient Investment System July 16

Description

Are your investments set up the right way? We'll cover how to use each account effectively, how to avoid common "tax traps" and investing mistakes, and how to make sure your approach actually fits your situation. You'll leave with a solid foundation to build on, an understanding of tax-efficient investing, and the confidence that your money is working as hard as you do. 

Date and Time

Thu, Jul 16, 2026

5:30p - 6:30p EST

Location

Jenison

7678 Cottonwood Drive
Jenison , MI 49428
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PT1H

Event Registration

Will you be able to attend this event?