Money and You

Money and You
Tuesday, September 14, 2021

Details:

Second Tuesday of each month 10:00am - 11:30am

Free and open to all. Please register below.

 
Tuesday, October 12, 10:00am-11:30am
Teaching Young People to Save and Invest 
As we get older our appreciation for the value of investing early often increases. But how can you encourage young family members and friends to delay gratification and invest for the long run? Jorgen Vik, Partner with SKV Group, will lead the discussion.
 
Tuesday, November 9, 10:00am-11:30am
Long-Term Care Insurance 
Jorgen Vik, partner with the SKV Group, will highlight various options when considering if and how to insure against long-term care expenses.
 
Tuesday, December 14, 10:00am-11:30am
Asset Location
There is lots of discussion about asset allocation but not so much about asset location. The tax status of your accounts can be an important piece to your investment puzzle.
Jorgen Vik, Partner with SKV Group, will lead the discussion.
 

* 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.

Location:
The Center

RSVP for this event online

Money and You

RSVP (November 9)