Broker Check
14 July
Money in Motion July 14

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

Tue, Jul 14, 2026

10:30a - 11:30a EST

Location

Cascade

3075 Charlevoix Ave SE
Grand Rapids , MI 49546
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PT1H

Event Registration

Will you be able to attend this event?