Improving financial education for local seniors

In honor of Financial Literacy Month, CFA Institute and the Senior Center announce the June launch of the Financial Wellness Series with two free introductory lectures. In keeping with the goal of offering financial education to local seniors at all income levels and stages of life, these seminars address topics of concern to multiple audiences. Both are taught by investment industry professionals who are passionate about sharing their expertise in finance with older adults.

●   Robert Klintworth, CMT, Vice President and Portfolio Manager at Chase Investment Counsel Corporation, will facilitate the Money Matters seminars, designed for those struggling to make ends meet on a fixed income. Along with learning how to better manage their financial resources,            
participants will get information about benefits to help with bill-paying and tips on avoiding targeted scams.

●   Jorgen Vik, CFP, CAP, partner with wealth management company SKV Group, LLC, will lead the Investing 101 classes. Seniors who have a little money tucked away but limited knowledge of investment concepts will gain insights into what types of investments to consider, how to avoid common mistakes, how taxes and inflation impact investments, and more.

The three-year partnership between The Senior Center and CFA Institute leverages core strengths of both organizations. CFA Institute brings deep financial knowledge, staff expertise, a global reputation for corporate citizenship, and a capital commitment of $81,000 to the Financial Wellness Series. The Senior Center, which coordinated more than 55,000 hours of volunteer service last year, brings 57 years of programming designed for older adults, established credibility in the community, and a deep understanding of the needs of our community’s seniors.  

The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee. Members of the community may contact Program Coordinator Mariana Evans for more information (434.328.5485 or or visit