Money & You With Jorgen Vik

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

Details:

Tuesday, February 11, 10:00 -11:30 am

Retirement Account Rules - Jorgen Vik, Partner with SKV Group, LLC, will discuss various rules concerning retirement accounts. What is taxed? When is it taxed? How will it pass to your heirs? Free and open to the community.

 

Tuesday, March 10, 10:00 -11:30 am

Fixed Income Investing - Jorgen Vik, Partner with SKV Group, LLC, will lead a discussion on fixed income. CDs, money market, bonds, preferred stocks, mutual funds, ETFs. How may they fit in your portfolio? Free and open to the community.

 

* Wells Fargo Advisors Financial Network and SKV Group, LLC are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action.

 

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