Personal Finances in a Transition
Army Career and Alumni Program (ACAP)
Transition Assistance Program (TAP)
Workshop
USAG – Rock Island Arsenal, Illinois
Jon C. Cook, AFC
and
Chris Gegenheimer
(309) 782-1499
(309) 782-0815
jon.c.cook.civ@mail.mil christopher.j.gegenheimer.civ@mail.mil
Army Community Service
IMRI-MWA, Bldg 110, SE Corner
www.riamwr.com/acs/financial-readiness
Edition of November 18, 2013
At the End of this
Personal Financial Management in a Transition
portion of the workshop, you should have:
• Tools of an integrated, Transition Budget over time.
• 12-month Financial Planning.
• Decision information to making insurance decisions,
including health care and health insurance, plus
long term care (LTC), life, annuities, property and
liability.
• Decision information regarding credit reports and
improving your credit scores.
• Tax planning tools.
• Resources for fixing money problems.
• Tools for estimating salary requirements
What is the one thing
that you want me to know about this
personal finance workshop?
That you (and your significant others) may
have a smoother transition with more control
and reduced stress when you complete
proper planning steps and take actions based
on your plans.
Sequence of this
Personal Financial Management in a Transition
portion of the workshop:
1.
2.
3.
4.
5.
6.
Introductions, Administration and Cautionary Notes.
Underlying money concepts – laying a $ foundation.
Job Search Objective elements and tying in your personal financial objectives.
Tools of an integrated, Transition Budget over time.
12-month Financial Planning.
Decision information to making insurance decisions, including health care and
health insurance, plus
long term care (LTC), life, annuities, property and liability.
7. Decision information regarding credit reports and
improving your credit scores.
8. Tax planning tools.
9. Resources for fixing money problems.
10. Tools for estimating salary requirements
11. Wrap-up and final questions
1. Class Administration and Cautionary Notes
This class has a “pre-disposition” for saving
and investing over time –
part of the Military Saves Campaign.
Ask questions as we go.
This class will provide to you a few
“Scooby-Do Moments.”
Because of the nature of the subject matter, there may
need to be follow-up with a money coach or advisor to
better refine your answers.
Please do not jump to any large conclusions;
apply the “sleep test” and consult with
family members, mentors and your advisors.