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.
https://us02web.zoom.us/j/89277569092?pwd=Vm5iMFhTWnJtOGJLRmJBMnQyQ3A3UT09
Meeting ID: 892 7756 9092
Passcode: 60647
Feel free to forward the webinar link to a friend. Email khloe@moderncapitalconcepts.com if you are planning on attending.
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
https://us02web.zoom.us/j/89412400547?pwd=Y3pTWFpaOEFLV2Z6eG5CQk1TdGZnZz09
Feel free to forward the webinar link to a friend. Email khloe@moderncapitalconcepts.com if you are planning on attending.
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.
https://us02web.zoom.us/j/85219455903?pwd=NFdxKzM3ZUR2THdLWGk2WDJ1cGlPdz09
Meeting ID: 852 1945 5903
Passcode: 193677
One tap mobile
+13126266799,,85219455903#,,,,*193677# US (Chicago)
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Download the slides here.
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.
https://us02web.zoom.us/j/88623077133?pwd=RlJJRFlPU2tkRkd5VW1nNWlaeWovUT09
Passcode: 740787
One tap mobile
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Meeting ID: 886 2307 7133
Passcode: 740787
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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.
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 DOWNPERSONAL BRANDING AND STORYTELLING BOOTCAMPWITH BEN TANZER AND SAVERIO TRUGLIA
