Financial Wellness

Mastering Medicare with Margo

Mastering Medicare with Margo

Thursday, September 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. 

Will not meet Oct. 6, 2022

 

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 (Aug 4)
Rising Rates, Inflation and Geopolitical Stress

Rising Rates, Inflation and Geopolitical Stress

Wednesday, September 7, 2022 | 6:00pm-7:00pm

Where are the markets and the economy headed? The confluence of rising interest rates, inflation and geopolitical stress have given rise to increased market volatility and greater uncertainty. Join Rodney Sullivan, Executive Director of the Mayo Center for Asset Management at the Darden School. Free and open to all.

Please RSVP below.

Open to all.

Location: The Center

Pay for this event

Rising Rates, Inflation and Geopolitical Stress

RSVP (Sept. 7, 6 pm)
Money and You

Money and You

Tuesday, September 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, September 13 
Annuities Jorgen Vik, CFP, and Partner with SKV Group, LLC, will discuss various types of annuities and situations in which they may be of value to an investor.
 
Tuesday, October 11 
Midterm Elections & Investing Jorgen Vik, CFP, and Partner with SKV Group, LLC, will lead a discussion on how the upcoming election may impact the economy and our personal finances.
 
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 (Sept. 13)
Medicare and Social Security Planning 101

Medicare and Social Security Planning 101

Thursday, September 15, 2022 | 6:00pm-7:30pm

Thursday, September 15, 6:00-7:30 pm
Repeated Wednesday, October 19, 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 (September 15, 6:00 pm)
RSVP (October 19, 6:00 pm)
Demystifying Solar Energy (October)

Demystifying Solar Energy (October)

Tuesday, October 18, 2022 | 2:00pm-3:30pm

Join us for a practical, hands-on solar energy demonstration and knowledge session. Tim Heltzel from SunDay Solar will show the components of a Photovoltaic (PV) system, describe solar theory and how solar energy works, outline the components of a solar array and more. Free and open to all. Please register in advance here.

Open to all.

Location: The Center

Seats available: 39

Pay for this event

Demystifying Solar Energy (October)

RSVP (October 18th)