Financial Wellness

Investment Basics

Thursday, March 28, 2019 | 5:30-7:30pm

This course, formerly known as Investing 101 and Investing 102, is a 2-week program meeting on consecutive Thursdays, March 28 and April 4, 5:30 - 7:30 PM

This program will be repeated  on Wednesdays, April 24 and May 1, 10:00 AM - 12:00 PM

Jorgen Vik, Certified Financial Planner professional and partner with SKV Group, will help participants learn basic vocabulary related to investing and investment growth opportunities like mutual funds, IRAs, and the stock market.  Participants will also be introduced to fundamental investment principles, like compound interest and diversification, and will examine the benefits and risks associated with various basic investment concepts.  The hope is that greater awareness of the economy and the financial market’s effect on investments will help participants take positive steps towards understanding how their investments may support their goals and wishes. Free and open to the public.

*Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. SKV Group is a separate entity from WFAFN.

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the spring. Four-week workshops supporting seniors in planning for and maintaining their resources throughout retirement will be offered in the summer and early fall for a $20 fee.

Location: The Center

Money Matters—Becoming Resourceful

Tuesday, April 9, 2019 | 10:00-11:30am

Tuesday, April 9, 10:00 – 11:30 AM

Repeated on Thursday, April 25, 5:00 – 6:30 PM

Are you trying to manage your budget on a fixed income? Or are you just looking for ways to save a little more and spend a little less?  Lead by Buck Klintworth, portfolio manager at Chase Investment Counsel Corporation, this training is designed to provide participants with basic money management concepts for a fixed budget, a knowledge of the benefits of banking, and an overview of public benefits and how to access and retain them.  Free and open to the public.

This is a free, educational event—NO financial products will be sold.

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the spring. Four-week workshops supporting seniors in planning for and maintaining their resources throughout retirement will be offered in the late summer and early fall for a $20 fee.

Open to all.

Location: The Center

Fee: free

Money Matters—Steps to Avoiding Scams

Wednesday, May 8, 2019 | 10:00-11:30am

Wednesday, May 8, 10:00 – 11:30 AM

Repeated on Thursday, May 23, 5:00 – 6:30 PM

If you haven’t experienced a scam or swindle, unfortunately, there’s a very good chance you will face one at some point in your life. It might be as simple as a phone or email scam, but if you don’t know what to look for, a scam can spiral out of control. Join Buck Klintworth, portfolio manager at Chase Investment Counsel Corporation, as he describes the types of scams targeting seniors, provides suggestions you can implement to protect yourself, and offers advice on what to do if you or someone you know has become the victim of a scam.  Free and open to the public. 

This is a free, educational event—NO financial products will be sold.

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the spring. Four-week workshops supporting seniors in planning for and maintaining their resources throughout retirement will be offered in the summer and early fall for a $20 fee.

Location: The Center

Fee: free

Make Your Money Last through Retirement - June/July

Tuesday, June 11, 2019 | 6:00-8:00pm

NEW THIS YEAR! 

This four-week program meets on consecutive Tuesdays, June 11, 18, 25, and July 2, 6:00 – 8:00 PM

This course will be repeated on Wednesdays, September 11, 18, 25, and October 2, 1:00 – 3:00 PM

Cost is $20 for the four-week series.  Scholarships are available.

So now that you have retired and an income may not be coming in quite so steadily, how do you ensure that the money you have saved is in the right place to get the most gain for yourself and your loved ones?  What do you do if it is not? This four-week course taught by Jorgen Vik, Certified Financial Planner professional and Partner with SKV Group, will address the topics that are most likely on the minds of retirees and those nearing retirement who haven’t yet taken the plunge: how your expenses, including medical spending and health care costs, will change when you retire; how to manage debt when your income is fixed; factors to consider when deciding when it is best to take Social Security; making sure you have all the important documents (will, power of attorney, etc.) in place to take care of yourself and your loved ones; and what happens when one member of a couple passes.  Participants will learn what questions to ask themselves and what they need to do to manage their portfolio so they can enjoy retirement with fewer financial worries.  Please register in advance at the Welcome Desk or online.

*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

Planning for Your Retirement

Tuesday, September 10, 2019 | 6:00-8:00pm

This four-week program meets on consecutive Tuesdays, September 10, 17, 24, and October 1, 6:00 – 8:00 PM

This course will be repeated on Thursdays, October 3, 10, 17, and 24, 5:30 – 7:30 PM

Cost is $20 for the four-week series.  Scholarships are available.

Primarily aimed at those approaching retirement or even just thinking about it, this training is designed to teach the benefits and risks of investing.  Jorgen Vik, Certified Financial Planner professional and Partner with SKV Group, will introduce specialized vocabulary associated with different types of investing and will explore the impacts of the economy and financial markets on investing. Participants will be introduced to the process of creating a retirement budget that plans for inflation and predicts future income and expenses. They will discover their own risk tolerance, how relationships affect money, and ways to align investments with personal financial goals as well as gain an ability to estimate retirement income and calculate net worth.  Learn how to create a portfolio that will work for you to allow you to have the retirement when and how you’ve imagined it.  Please register in advance at the Welcome Desk or online.

*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

Make Your Money Last through Retirement - Sept/Oct

Wednesday, September 11, 2019 | 1:00-3:00pm

NEW THIS YEAR! 

This four-week program meets on consecutive Wednesdays, September 11, 18, 25, and October 2, 1:00 – 3:00 PM

Cost is $20 for the four-week series.  Scholarships are available.

So now that you have retired and an income may not be coming in quite so steadily, how do you ensure that the money you have saved is in the right place to get the most gain for yourself and your loved ones?  What do you do if it is not? This four-week course taught by Jorgen Vik, Certified Financial Planner professional and Partner with SKV Group, will address the topics that are most likely on the minds of retirees and those nearing retirement who haven’t yet taken the plunge: how your expenses, including medical spending and health care costs, will change when you retire; how to manage debt when your income is fixed; factors to consider when deciding when it is best to take Social Security; making sure you have all the important documents (will, power of attorney, etc.) in place to take care of yourself and your loved ones; and what happens when one member of a couple passes.  Participants will learn what questions to ask themselves and what they need to do to manage their portfolio so they can enjoy retirement with fewer financial worries.  Please register in advance at the Welcome Desk or online.

*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