Financial Wellness

Money and You

Money and You

Tuesday, December 14, 2021 | 10:00am-11:30am

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

Free and open to all. Please register below.

Tuesday, December 14, 10:00am-11:30am
Asset Location
There is lots of discussion about asset allocation but not so much about asset location. The tax status of your accounts can be an important piece to your investment puzzle.
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 (December 14)