Financial Wellness

Mastering Medicare with Margo

Mastering Medicare with Margo

Thursday, December 1, 2022 | 1:00pm-2:00pm

First Thursday of each month, 1:00-2:00 pm

Join Margo Kreider, a trusted Health Insurance Consultant and Broker, as she discusses health care costs, the moving parts of Medicare, enrollment, and more. Walk away from this one-hour seminar with the tools to make informed healthcare coverage decisions. Seminars will be held the first Thursday of each month.

1. Discuss healthcare costs and moving parts of Medicare

2. Enrollment rules, gaps, and review periods

3. Explores other variables to consider when forming your healthcare plan, like income IRMAA, HSA funding and Donut Hole exposure. 

Free and open to all. 

 

Brief Bio on Lecturer:

With a background in law and over 13 years of Medicare market consulting, Margo Steinlage Krieder, is president of a third generation Medicare health insurance agency. Steinlage insurance maneuvers the Medicare market and helps clients with every aspect of the Medicare enrollment process. 

Open to all.

Location: The Center

Pay for this event

Mastering Medicare with Margo

RSVP (DEC. 1, 1pm)
RSVP (JAN. 5, 1pm)
Money and You

Money and You

Tuesday, December 13, 2022 | 10:00am-11:30am

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

Free and open to all. Please register below.

 
Tuesday, December 13 - The Year That Was. Jorgen Vik, Certified Financial Planner and Partner with SKV Group, LLC, will take a look back at 2022 and what impacted stocks, bonds, real estate, crypto, and more.

Tuesday, January 10, 10:00–11:30 am

The Allure of Predictions: Numerous studies show that investment predictions are often wrong. Yet, we keep looking for predictions to guide our investing. What lures us in? Are there actionable predictions out there? Jorgen Vik, partner with the SKV Group, LLC., will lead the discussion.

Tuesday, February 14, 10:00–11:30 am

6 Common Investment Mistakes & How to Avoid Them: Many investors are prone to make certain mistakes. Are you one of them? What can you do to avoid these errors? Jorgen Vik, partner with the SKV Group, LLC., shares from over 20 years’ experience.

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

Pay for this event

Money and You

RSVP (Dec. 13)
RSVP (Jan 10)
Medicare 101 Evening

Medicare 101 Evening

Wednesday, January 11, 2023 | 6:00pm-7:00pm

Wednesday, January 11, 6:00–7:00 pm with Sharon Accardo

Free and open to all; registration encouraged.

Medicare can be so confusing! Join Sharon Accardo as she guides you through the process. Free and open to all. Please register below.

Wednesday, December 14, 11:00 am- 12:00 pm with Sharon Accardo

Wednesday, January 11, 11:00 am–12:00 pm with Sharon Accardo

Wednesday, January 11, 6:00–7:00 pm with Sharon Accardo

Wednesday, February 8, 11:00 am–12:00 pm with Sharon Accardo

Open to all.

Location: The Center

Pay for this event

Medicare 101 Evening

RSVP Jan 11 (6pm)
The New Retirementality

The New Retirementality

Wednesday, January 25, 2023 | 6:00pm-7:00pm

Learn what "retire" meant when the term was coined and discover the demographic changes that are driving "the new retirementality". What is it going to look like? When is it going to happen? How am I going to get there? This participatory workshop invites you to envision your future, learn from the decisions of others, and discover the 5 "vitamins" that can help you connect with your passion and purpose. Free and open to all.

Instructors Bio:
Lisua Kueng
, Managing Director at Invesco Global Consulting presents The New Retirementality, developed by Mitch Anthony,  CFP. The ArkWise Wealth team will be present to answer questions.

ArkWise Wealth, a Private Wealth Advisory Practice of Ameriprise Financial offers educational events to help members of our community make wise financial decisions.

Open to all.

Location: The Center

Pay for this event

The New Retirementality

RSVP (January 25, 1pm)
Medicare and Social Security Planning 101

Medicare and Social Security Planning 101

Wednesday, February 8, 2023 | 6:00pm-7:30pm

Wednesday, February 8, 6:00–7:30 pm

Thursday, February 16, 6:00–7:30 pm

Part A, B, C, D… what does it all mean? When should you enroll in Medicare and Social Security? Find out the answers to these questions and more with senior insurance advisor Sharon Accardo and Tracy Meade, CLTC and Financial Planner.

Free and open to all. Please register below.

Open to all.

Location: The Center

Pay for this event

Medicare and Social Security Planning 101

RSVP (Feb 8, 6:00 pm)
Who Will Inherit the Mess?

Who Will Inherit the Mess?

Monday, February 27, 2023 | 1:00pm-2:00pm

Would you like a tax efficient estate that makes it easy for the executor of your estate and avoids unnecessary family conflict? This interactive workshop helps participants understand the importance of accurate and up-to-date estate documents, the difference between a will and a trust, and why asset titles and beneficiaries matter.

Instructors Bio:

Kimberlee Barrett-Johnson, CFP, is the founding President of the Charlottesville Area Planned Giving Council and former President of the Central Virginia Estate Planning Council. She serves on the boards of local and non-profit organizations and is delights to provide education events to help members of our community create and maintain estate strategies that foster family harmony.

Open to all.

Location: The Center

Seats available: 35

Pay for this event

Who Will Inherit the Mess?

RSVP (February 27, 1pm)