Financial Wellness

Planning for Your Retirement

Tuesday, September 24, 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 and/or transportation to The Center can be provided if needed. Please contact Lani Hoza at lani@thecentercville.org for more information.

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

Wednesday, September 25, 2019 | 1:00-3:00pm

THIS CLASS IS FULL. 

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 and/or transportation to The Center can be provided if needed. Please contact Lani Hoza at lani@thecentercville.org for more information.

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.  Class size is limited; 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