Money & You With Jorgen Vik
Tuesday, July 9, 2019
Tuesday, October 8, 10:00-11:30 AM
Deciphering all the data - When analyzing investments one will quickly run into lots of different types of information. What matters more? What matters less? This conversation may help you worry less about some things, and move you away from paralysis by analysis.
Tuesday, November 12, 10:00am-11:30am
Should You Use Annuities? Jorgen Vik, Certified Financial Planner™ Professional and Partner with the SKV Group, will discuss the various types of annuities, and how they may or may not suit your situation.
*Variable annuities are long-term investments suitable for retirement funding and are subject to market fluctuations and investment risk. Unlike variable annuities, fixed indexed annuities are typically structured so that they are not securities registered with the SEC. Nor are the sales in indexed annuities regulated by the SEC or FINRA Regulation, Inc. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Tuesday, December 10, 10:00 -11:30 am
How to Invest for Income Jorgen Vik will discuss various basic concepts and investment opportunities for income including stocks, bonds, annuities, and savings accounts. 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.