Money & You With Jorgen Vik

Money & You With Jorgen Vik
Tuesday, January 8, 2019

Details:

 

Tuesday, June 11, 10:00 - 11:30 AM

Fund Investing - How do you select investment funds suitable for you?  Should you use mutual funds or exchange traded funds, or both?  We'll take the mystery out of fund investing.  Free and open to the community.

 

Tuesday, July 9, 10:00am-11:30am

How much stocks, bonds, cash, and other? - Learn how to determine your asset allocation. Are stocks appropriate for you, and, if so, how much? Likewise for bonds, cash, real estate, etc. Free and open to the community.

 

Tuesday, August 13, 10:00 -11:30 am

International Investing - We’ll talk about including international investments in a portfolio. How much? What are the risks? Or maybe just own US companies with global businesses? Free and open to the community.

 

Jorgen Vik, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and partner of the SKV Group, LLC, a Charlottesville based wealth management company. Jorgen has worked in the financial services industry since 2001. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. SKV Group is a separate entity from WFAFN.

Open to all.

Location:
The Center

Fee: free