Money and You
Next session: Thursday, July 10, 2025 | 10:00am-11:30am
Details:
Second Tuesday of each month, 10:00 - 11:30 am
July 8
What happens to my accounts when I die?
Retirement accounts. Brokerage accounts. Checking. Savings. Annuities. Where will it go? Jorgen Vik, Partner with the SKV Group, will discuss the various rules governing investment accounts.
August 12
Investing & The Economy
To what extent and how is the economy connected to my investments. Which headlines warrant my attention, and which might I ignore. Jorgen Vik, Partner with the SKV Group, will lead the discussion.
September 9
7 common investor blind spots
We’re just not wired for investing. Availability bias, anchoring, confirmation bias or a hot hand fallacy are among the mental traps Jorgen Vik, partner with SKV Group, will discuss.
October 14
How will the tax law changes impact you?
Jorgen Vik, partner with SKV Group, will discuss specifics of recent tax legislation and how it may impact your finances.
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*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