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

    June 28               Retirement Planning, Insurance, Secure Act changes , IRA Trusts RSVP

    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

    List of Presenters