Taking Charge Series The Taking Charge Series, a complimentary offering of Koley Financial, suggests a process for identifying and compiling information about the household. The results are intended for use in daily household matters as well as be a source of information for situations that go beyond daily life. Completed and maintained, the household information files become a valuable tool for use during household crisis and or disruptive situations. The files provide information for someone outside of the home to manage the financial situation of the household, if such a need should arise.The series touches on the monthly income and expenses, the expected or planned short term expenses of the following months, and the visions of the future needs and financial stability of the family, as well as legal documents, funeral planning, and taxes. Guest professionals include an attorney, financial advisor, financial strategist, and funeral planner.SESSION 1: MONTHLY EXPENSESDiscussion: Planning income use and meeting expenses, identifying and evaluating current expenses.SESSION 2: INCOME SOURCESDiscussion: Locating all sources of income and designating use of such income.SESSION 3: EXPECTED OR PLANNED EXPENSES IN THE SHORT TERMDiscussion: Listing all expected and planned quarterly, semi-annual or annual expenses, and documenting strategies for payment.SESSION 4: ARRANGING LEGAL DOCUMENTSDiscussion: Preparation of proper legal documents for members of the household.SESSION 5: PLANNING FOR FUTURE INCOME AND INVESTMENTSDiscussion: Creating income streams for retirement.SESSION 6: PLANNING FOR FUTURE OBLIGATIONSDiscussion: Funeral planning strategiesDiscussion: Tax planning considerations2018 SCHEDULETo reserve a space for this class please call 402-827-5547 or email us at Info@KoleyFV.com Have a Question / Request More Info Name Email Address Phone Question Thank you! Oops!