Wagnalls Memorial Wealth Management Series
This financial education series is presented by local professionals
- free of charge
- fourth Tuesday of each month, May through November, 2022
- at 6:30 pm
- in the Community Building North Room on Wagnalls campus (122 E. Columbus St., Lithopolis)
- Light refreshments will be served.
2022 Series
May 24 First Time Homebuyer RSVP
June 28 Retirement Planning, Insurance, Secure Act changes , IRA Trusts
July 26 Estate Planning, Trusts, Wills and Probate
August 23 Understanding Cryptocurrency
September 27 Senior Scams/Identity Theft
October 25 Social Security, Medicare and Medicaid
November 22 Year End Tax Planning, Charitable Gifting, Gift Tax & Estate Tax