Money and You
Next session: Tuesday, May 14, 2024 | 10:00am-11:30am
Details:
Second Tuesday of each month, 10:00 - 11:30 am
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.
Tuesday, July 9
Drowning in Data - We all get inundated with data of all sorts, each one seemingly more crucial than the other. But how do you discern what matters and what may just be noise? Jorgen Vik, partner with the SKV Group, LLC, will lead the discussion.
Tuesday, August 13
Just One Thing - If you could only pass on one money related lesson, which would it be. What would you want future generations to take to heart? Jorgen Vik, partner with the SKV Group, LLC, will moderate the discussion.
*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