Money & You With Jorgen Vik

Money & You With Jorgen Vik
Tuesday, September 10, 2019

Details:

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? 

 

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

Do I need a Trust? - There are many types of trusts to address different needs and situations. This talk will help introduce you to the topic. Find out if you possibly should pursue this further.

 

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.

 

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