INVESTING 101
Fri, February 12, 2021
12 PM – 1 PM CST
Live via Zoom
When is a good time to invest? When is it better to pay off debt than invest? How do I get started investing? What is socially responsible ESG investing? Learn the basics of investing in stocks, setting financial goals, risk and diversification. CERTIFIED FINANCIAL PLANNER™ Khloé U. Karova will answer your questions.
Download last year's slides here.
Watch asset allocation 4-minute video here.
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Passcode: 740787
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SUSTAINABLE ESG INVESTING
Friday, March 12, 2021
12:00 PM – 1:00 PM CST
Live via Zoom
Learn about socially responsible investing (SRI) and the differences between socially responsible and environmental social governance (ESG) themes. This seminar is designed to help participants understand how SRI or ESG investments further social goals by rewarding “good” companies or advocating certain causes. CERTIFIED FINANCIAL PLANNER™ Khloé U. Karova will answer your questions.
Add your name to the email list to receive Zoom info within 48 hours of event.
PAYING FOR COLLEGE
Friday, April 12, 2021
12:00 PM – 1:00 PM CST
Live via Zoom
Add your name to the email list to receive Zoom info within 48 hours of event.
READING FOR SERIOUS INVESTORS
Foundations
"Do simple better" Joe Maddon, Manager, Chicago Cubs
Making better investment decisions is more probably when one has mastered the basics of microeconomics and macroeconomics. Sign up for an MOOC on Coursera or audit a class at a local college. Here is an example of what might be covered in a Microeconomics course at the University of Chicago Booth School of Business.
Financial Markets
The financial landscape is more than stocks.
Is now a good time to buy stocks? To answer this question, it is important to understand the relative attractiveness of stocks to other asset classes. Bonds, futures and options are some of the instruments used by investors. Take a look at this free MOOC to learn more. Financial Markets taught by Robert Shiller at Yale.
Racial Wealth Gap
Why is there a racial wealth gap?
The gap between rich and poor is widening in the US with the most egregious effects experienced by Black people. What are some of the causes and what history should non-Blacks be aware of so solutions can be put forth that are sensitive to past injustices. Download the audible book or purchase online or at your local bookstore.
Investments Text Book
The seminal text on investing.
Bodie Kane Marcus was the textbook I used in Investing 101 at the University of Chicago Booth School of Business. Borrow a recent edition or buy online.
Investopedia
Online investing dictionary
Reliable source for looking up investment terms and concepts.
Bloomberg TV
Online investing dictionary
Bloomberg markets is the premier source for market news. First 30 minutes are free for non-subscribers. Monthly subscriptions are comparable to other news sources.
ESSENTIAL MONEY SKILLS FOR YOUNG PROFESSIONALS
Thurs, Jan 7, 2021
12 PM – 1:00 PM CST
Live via Zoom
This seminar answers FAQs from professionals in their 20s and 30s. Topics include saving for emergencies, managing student loan debt, and planning for long-term goals of retirement and more.
Send your questions in advance to khloe@moderncapitalconcepts.com.
Download the Budget handout here.Download the webinar slides here.
SALARY NEGOTIATIONS
Thurs, Feb 28, 2020
NOON – 1:00 PM CST
WeWork National, 125 S. Clark Street, 17th Floor
$20 for general public
Free for Modern Capital Concepts clients
- How to ask for a raise.
- What strategies are suitable for your industry and your career stage
- What are techniques to become a good negotiator
Laura Balson is a partner at the Chicago law firm of Golan Christie Taglia LLP where she practices in the areas of employment law and commercial litigation. Laura represents both employers and individual executives and entrepreneurs and has tried cases in state and federal courts.
Laura graduated from Northwestern University School of Law in 2005 and received her undergraduate degree in Political Science from Bates College in 2001, magna cum laude.
MONEY AND EMOTIONS LUNCH + LEARN
Discussion about cultural beliefs about money, strategies to save and reduce financial stress.
Download slides here.
THE ART OF THE ELEVATOR PITCH
April 16, 2019 at Lake Forest College, Chicago, IL
How does an art history major get into finance? I had to convince employers to look at my potential not just what was on my degree.
View slides.
WOMEN AND MONEY
Fri, Apr 5, 2019 LUNCH + LEARN
NOON - 1:30pm CST
WeWork National
125 S. Clark Street, 17th Floor
Register for lunch and learn (lunch provided).
Sat, Apr 6, 2019
10 AM – NOON CST
Logan Square Chicago Public Library
3030 West Fullerton Avenue
Register for child-friendly seminar.
Learn the basics of investing and how to become a better consumer of financial services.
Financial planning topics include
- Budgeting and saving for emergencies
- Managing student loans and debt
- College savings and paying for college
- Overcoming financial obstacles
- Planning for retirement and more
Khloé U. Karova is a CERTIFIED FINANCIAL PLANNER™ and an independent financial advisor. She has an MBA from University of Chicago and BA from Northwestern. Securities offered through LPL Financial, member FINRA/SIPC.
Financial planning offered through Modern Capital Concepts, a Registered Investment Advisor and separate entity from LPL Financial. Investing involves risk including loss of principal.
JANUARY 26, 2019 AT THE ACE HOTEL CHICAGO
GET YOUR STORY DOWN
PERSONAL BRANDING AND STORYTELLING BOOTCAMP
WITH BEN TANZER AND SAVERIO TRUGLIA
