Money & You with Jorgen Vik (ON SITE)
Tuesday, November 12, 2019
August 11: Retirement accounts come with many different rules. We’ll discuss some of the recent changes and how you may benefit.
September 8: Asset allocation. How much of your portfolio should be in stocks? How much in bonds? Annuities? Real estate? We’ll discuss what to consider when constructing a portfolio.
October 13: Investing and politics. Should you allow for politics when you invest? We’ll discuss how politics may impact your investments.
* 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 Professional™ 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.