Financial Wellness

New to Medicare?

New to Medicare?

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

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
Money and You

Money and You

Tuesday, October 12, 2021 | 10:00-11:30am

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

 
Tuesday, October 12, 10:00am-11:30am
Teaching Young People to Save and Invest 
As we get older our appreciation for the value of investing early often increases. But how can you encourage young family members and friends to delay gratification and invest for the long run? Jorgen Vik, Partner with SKV Group, 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

RSVP (October 12)
Financial Wellness Series (in partnership with CFA Institute)

Financial Wellness Series (in partnership with CFA Institute)

Tuesday, October 19, 2021 | 6:30-8:00pm

Plan for a financially secure Retirement  -  4-part series

Tuesdays and Thursdays, Oct. 19, 21, 26, 28, 6:30-8:00 pm

Are you getting ready to retire or just dreaming about it.This course is for you! You will get an introduction to specialized vocabulary associated with different types of investing; learn the process of creating a retirement budget that plans for inflation and predicts future income and expenses; learn how to manage debt when your income is fixed; understand how your expenses, including health care costs, will change when you retire; and much more! Join Jorgen Vik, CFP®,  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.
 
This course is open to all. Guests - $20 for the course; Center members- free. Please register.

Open to all.

Location: The Center

Pay for this event online

Financial Wellness Series (in partnership with CFA Institute)

Prime and standard members $0.00
Guests $20.00