Money Managed!


Money Managed!

Free personal finance classes are available and open to the public.   Classes are just 1 hour long.

Please call to sign up (269) 983-7167.


August 9th -  12:15pm     Dementia and the Law

Presented by Bill Westerbeke. 

What is dementia? How does someone's life change after dementia? How does dementia impact the person's family? How does dementia impact any planning they have done or have not done? What do you need to address if you have dementia? Attend this presentation to learn about important considerations in planning as it relates to someone who has dementia.


September 6th -  6:00pm    College Planning Now

Presented by Becky Young.

College costs rise every year!  How can anyone afford higher learning without going broke? This informational session discusses establishing a college savings goal, strategies to help achieve the goal and the features and benefits of 529 savings plans. Wherever you are in planning for college expenses, make smart decisions. Presenter: Becky Young


September 19th -  12:15pm    Healthy Living for Body and Brain

Presented by Alzheimer's Association, Michigan Great Lakes Chapter.

Are you, or is someone you know, caring for a person with memory loss or a form of dementia?  We are pleased to offer you and opportunity to increase your understanding of memory loss, it's impact, and various issues that arise for both persons diagnosed and providing care. 


October 4th - 6:00pm    Stocks, Bonds, and Mutual Funds

Presented by Becky Young

Learn the properties and benefits of different investment instruments, and consider which might be best for you and your family. 



These free personal finance classes are open to the public.

Please call to sign up (269) 983-7167