Money and You

Details

Date and Time
Upcoming
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Event Region
Charlottesville Area
Event Type
Class
Event Cost
$0.00

Location

Address of content item

The Center at Belvedere
540 Belvedere Boulevard
Charlottesville, VA 22901
United States

Event Description

Explore a variety of money and financial wellness topics during this monthly class. Meets the 2nd Tuesday of each month from 10am until 11:30am.

November 12 - Annuities, the Good, the Bad, and the Ugly

Jorgen Vik, partner with SKV Group, will shine a light on the many different types of annuities and when investors should consider them.

 December 10 - What We Learned from 2024

Jorgen Vik, partner with SKV Group, reviews events from the past year and shares how we may draw lessons from them in the future handling of our finances.

January 14 - To Predict or Not to Predict?

Jorgen Vik, Partner with the SKV Group, will guide a conversation on what draws us to predictions and what may be predictable. There will also be friendly guesses on 2025 investment results.

February 11- Do You Still Need Life Insurance?

As we go through different stages of life, our financial needs and priorities change. Jorgen Vik, Partner with SKV Group, will present an overview of what to consider when assessing insurance needs.

*Jorgen Vik, CFP®, is a CERTIFIED FINANCIAL PLANNER Professional™ and partner of the SKV Group, LLC, a Charlottesville based wealth management company.

Open to all.