Money & You With Jorgen VikEvery 2nd Tuesday at 10:00am-11:30am
Next Meeting: Tuesday, October 10, 2017 at 10:00am
Jorgen Vik, in his series “Money and You,” will discuss the following topics :
Tuesday, September 12
Do’s and Don’ts When Someone Inherits Retirement Accounts - Many inheritors are unaware of the many rules governing retirement accounts. Find out what you should or shouldn’t do!
Tuesday, October 10
Do Politics and Investing Mix? Is there a discernable cause and effect between politics and investing? To what extent, if any, should you allow for political realities and outlook when investing?
As a Senior Financial Advisor, and as a partner in the SKV Group, Jorgen works with a select group of individuals and families in developing strategies to potentially manage their wealth. The services are aligned with the goals of each client and allow strategies to go beyond the single dimension of investments. Jorgen’s focus areas include social security and retirement income planning, and philanthropic planning. Jorgen holds the CERTIFIED FINANCIAL PLANNER™ professional certification. Jorgen has worked in the financial services industry since 2001.
Open to all.