Financial Wellness

Are You Ready to Retire?

Are You Ready to Retire?

Tuesday, May 31, 2022 | 6:00pm-7:30pm

Tuesdays & Thursdays, May 31, June 2, 7, 9, 14, 16, 6:00–7:30 pm (6-part series)

Jorgen Vik, CFP®, partner with the SKV Group, LLC, will lead a six evening class discussing what to consider when preparing to retire. Topics covered include setting goals, constructing an investment portfolio, rules for retirement account distributions, timing of social security, and dealing with potential health care expenses. The aim of the class is for each participant to become more comfortable with investment and retirement terminology, and to gain a better understanding of what they may need to do in order to retire on their terms. 

This series is part of a Financial Wellness Series in partnership with CFA Institute.

Open to all. Center members free; Guests $30. Space is limited.

Open to all.

Location: The Center

Seats available: 8

Pay for this event

Are You Ready to Retire?

Center members (starts May 31, 6 pm) $0.00
Guests (starts May 31, 6 pm) $30.00
Medicare and Social Security Planning 101

Medicare and Social Security Planning 101

Thursday, June 9, 2022 | 6:00pm-7:30pm

Thursday, June 9, 6:00-7:30 pm

Part A, B, C, D…what does it all mean? When should you enroll in Medicare and Social Security? How do earned and unearned income affect your Social Security and Medicare benefits? How are your Social Security benefits taxed? Find out the answers to these questions and much more. Presented by Sharon Accardo, Senior Insurance Advisor, and Tracy Meade, CLTC, 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 (June 9, 6:00 pm)
Money and You

Money and You

Tuesday, June 14, 2022 | 10:00am-11:30am

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

Free and open to all. Please register below.

 
Tuesday, May 10
Is fund investing for you? Jorgen Vik* will lead a discussion on non-traditional investments like crypto-currencies, NFTs, etc. How do they work? What to consider before investing.
 
Tuesday, June 14
Suddenly Single - Jorgen will discuss financial issues faced when a spouse dies. Something needs immediate attention while others can be handled later. The discussion will be appropriate for widows/widowers as well as couples.
 
 
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 (May 10)