Our Programs
Taking Charge
Taking Charge:
Taking Charge is a class geared towards women to provide an educational experience and a resource for any questions that they may have about budgeting, organizing their finances or any other concerns they may have in their lives. The class is taught by a woman named Geneva James, who has had life experiences in each topic. These small classes will give you an opportunity to get answers to your questions from knowledgeable guest professionals including an attorney (Niel Nielsen), a CPA (Bill Stevens), a funeral pre-planner (Carolyn Reynolds), and a financial advisor (Dale Percival). Join us for the next Taking Charge class and learn how to make good financial decisions that can change your life. Here is a short outline of what each session entails:
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.
Our Next Class Schedule:
Session 1: September 8th 10:00am-12:00 pm
Session 2: September 15th 10:00am-12:00 pm
Session 3: September 22nd 10:00am-12:00 pm
Session 4: September 29th 10:00am-12:00 pm
Session 5: October 6th 10:00am-12:00 pm
Session 6: October 13th 10:00 am-12:30 pm (includes lunch)
**Contact Mary Johnson to reserve your seat**
mary.johnson@financialvisionsllc.com
(402) 827-5547
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