Financial Wellness

Money and You  (ON SITE)

Money and You (ON SITE)

Tuesday, August 10, 2021 | 10:00-11:30am

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

 
Tuesday, August 10, 10:00am-11:30am
International Investing -U.S. stocks fared significantly better over the last ten years. Will this trend continue? Or reverse? And what types of investments may fit your portfolio if you wish to include overseas investments. Jorgen Vik, Partner with SKV Group, LLC, will lead the discussion.
 

* 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 online

Money and You (ON SITE)

RSVP (August 10)
Investing for Long Term Success

Investing for Long Term Success

Tuesday, August 24, 2021 | 7:00-8:00pm

Tuesday, August 24 and Tuesday, August 31, 7:00-8:00 pm, (2 part series)

How have the economy and markets been impacted over the past year? What can we expect in the future?  Learn how you can invest for the long-term through both stable and turbulent market environments. Join Rodney Sullivan, Executive Director of the Richard A. Mayo Center for Asset Management at the University of Virginia Darden Graduate School of Business.

Free and open to all. Registration required. For maximum benefit it is recommended but not required that you attend both programs.

Open to all.

Location: The Center

Pay for this event online

Investing for Long Term Success

RSVP (August 24)
RSVP (August 31)
New to Medicare?

New to Medicare?

Tuesday, September 28, 2021 | 6:00-7:00pm

September 28, 6:00pm-7:00pm

Turning 65? Retiring and leaving an employer health plan? Questions about Medicare and what to do?

Randy Rodgers, JABA’s Insurance Counseling Manager, will give you the most up-to-date information and answer all your questions.  JABA’s Insurance Counseling department is part of the Federal SHIP program.  The government has set this program up so that you can have unbiased help with Medicare. Open to all.  Register below.

Open to all.

Location: The Center

Pay for this event online

New to Medicare?

RSVP (September 28) $0.00
Medicare Open Enrollment

Medicare Open Enrollment

Tuesday, October 19, 2021 | 4:00-8:00pm

Medicare Open Enrollment

Tuesdays and Thursdays, October 19 – December 7, 4:00pm – 8:00pm (Except Thursday, November 25)

Provided by JABA’s Insurance Counseling Department

 

Medicare Open Enrollment is just around the corner.  This is the opportunity Medicare beneficiaries have to make adjustments with their Part D or Medicare Advantage plans. 

Every year, these plans make changes that could affect you.  Many people don’t realize it until after the first of the year, and then it is too late and they are stuck with a plan that doesn’t work for them.

You may not understand why checking your Medicare plans during Open Enrollment is important.  In the 2019 Open Enrollment, JABA helped save people in the Charlottesville area $1.8 million dollars.

The extensively trained volunteers at JABA’s Insurance Counseling department are part of the Federal SHIP program.  The government has set this program up so that you can have unbiased help with Medicare. 

This year JABA will be doing Open Enrollment counseling sessions at The Center on Tuesday and Thursday evenings.  Call 434-817-5248 to request an appointment at this or any of JABA’s other counseling sites. 

Open to all.

Location: The Center