WOMEN AND MONEY
Thursday, October 28, 2021
NOON – 1:00 PM CST
Live via Zoom
Learn the basics of investing and how to become a better consumer of financial services.
Financial planning topics include
- Financial planning at each life stage: 20s, 30s, 40s, 50s and beyond.
- Budgeting and saving for emergencies
- Managing student loans and debt
- College savings and paying for college
- Overcoming financial obstacles
- Planning for retirement and more
Join Zoom Meeting
https://us02web.zoom.us/j/83863662661?pwd=a1pHOEZ2aEhyQnNRUGt0aWNXRVVkZz09
Meeting ID: 838 6366 2661
Passcode: 147056
Feel free to forward the webinar link to a friend. Email khloe@moderncapitalconcepts.com if you are planning on attending.
PLANNING FOR RETIREMENT
Thursday, September 23, 2021
NOON – 1:00 PM CST
Live via Zoom
When people embark on adulthood there are rites of passage and milestones that guide young people: buying a house, starting a family, graduate school, getting a promotion to the corner office, etc. Planning for retirement can be more challenging because there is no set script. It is up to each person to design a life that is meaningful and financially sustainable.
Planning for retirement involves complex decisions around saving and paying off debt while balancing lifestyle, supporting adult children, taking care of aging parents, working in retirement, managing taxes and health care costs, estate planning and charitable giving, Social Security and Medicare, among others.
PAYING FOR COLLEGE
Thursday, September 2
12:00 PM – 1:00 PM CST
Live via Zoom
When applying for financial aid don’t be surprised when the amount the college thinks you can pay is considerably higher than the amount you can afford. The Federal aid formulas have consistently overestimated what middle-class families can afford. Have a plan to manage the gap!
We will cover myths versus realities in paying for college and explore funding scenarios through case studies:
1. High Earner / High Savings
2. High Earner / Low Savings
3. Paying From Rental Income / Dividends
4. Divorced Parents
5. Leaving A Legacy: Making Savings Last Longer
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.
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.
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.
JANUARY 26, 2019 AT THE ACE HOTEL CHICAGO
GET YOUR STORY DOWNPERSONAL BRANDING AND STORYTELLING BOOTCAMPWITH BEN TANZER AND SAVERIO TRUGLIA
