Money and You

Money and You
Tuesday, August 9, 2022


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

Free and open to all. Please register below.

June 13
Retirement Accounts & Taxes
Tax rules for withdrawals from retirement accounts can be confusing. What tax rules apply to what type accounts? And what happens to the accounts when you pass away? Depending on the beneficiary the rules differ. Even your age when you pass can matter. Jorgen Vik, Partner with the SKV Group, will lead the discussion.
 August 8
 What is going on in the investment world?
Jorgen Vik, partner with the SKV Group, LLC, will present on the latest developments in the various markets and what it may mean to your portfolio. Free and open to all.

*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.

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Money and You

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