Money and You

Money and You
Next session: Tuesday, March 12, 2024 | 10:00am-11:30am

Details:

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

 
Tuesday, April 9
Donor Advised Funds have increased in popularity. Jorgen Vik and Lauren Kaminski  with SKV Group, LLC, will share insights on how this charitable gifting vehicle works and how it may be of value to investors.
 
Tuesday, May 14
Retirement & Happiness - Much is said about money and health in post-work life. But what may make you happy? Jorgen Vik, partner with SKV Group, LLC, and David Waters, a retired psychologist, will delve into the matter.
 
Tuesday, June 11
Finances for Widow(er)s - There are so many emotions and to-do’s when someone loses their spouse or partner. Jorgen Vik, Partner with SKV Group, LLC, will guide the conversation on what financial to-do items may need immediate attention and what may be left for later.
 

*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: Money and You (April 9)