Our Programs
"When the world says, 'give up,' hope whispers, 'try it one more time.'" Taking Charge Established in September of 2007, this is a six-week session for women promoting financial independence; time spent learning, sharing, and healing in a non-threatening, comfortable environment. During your time here, our team will teach you about budgeting, investing, legal documents, tax planning, and planning your funeral. And, here's the best part... The classes are free! About the Instructor: After many years of caregiving, Geneva James knows all too well about crises. She took care of her mother and her husband at different times. Then, she took care of herself. "I began working on my personal financial situation with Dale Percival in March of 2006. A few months later, my husband died and, together with Dale, we continued working and reworking my personal finances. A year later, during a review, Dale asked if I could share my life journey with others." Session 1: Create a budget and identify proper cash flow management; gather statements and record important information; checking and savings accounts. Session 2: Identify all sources of income; gather statements from your income. Session 3: A fast track payment program to use; identify all non-recurring expenses; living with long-term care and Medicare. Session 4: Identify investment tools; tax deferred investments; insurance as an investment; retirement income/funding for retirement. Session 5: Proper legal documents while living; proper legal documents upon death; the importance of proper beneficiaries; probate/final costs; social security benefits and other benefits upon death. Session 6: Federal and state taxes; forms and the importance of proper tax planning; funeral pre-planning. Knowledgeable guest professionals include attorney (Niel Nielsen), CPA (Bill Stevens), funeral pre-planner (Carolyn Reynolds), financial strategist (Dale Percival), and Medicare expert (Ben Koley). Our 2012 Schedule: Series #1 (Tuesday Mornings) March 6th, 13th, 27th, & April 3rd, 10th, 17th / 10:00-11:30 a.m. Series #2 (Saturday Mornings) May 5th, 12th, 19th, & June 2nd, 9th, 16th / 8:30-10:00 a.m. Series #3 (Friday Afternoons) June 8th, 15th, 22nd, 29th, & July 6th, 13th / 3:00-4:30 p.m. Series #4 (Tuesday Mornings) Sept. 11th, 18th, 25th, & Oct. 2nd, 9th, 16th / 10:00-11:30 a.m. **Space is limited! Call (402) 827-5547 or e-mail cathy.wyatt@financialvisionsllc.com to reserve your seat.**
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