INVESTING 101
Fri, September 23, 2022
12 PM – 1 PM CST
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? Does the 60/40 portfolio still work?
Learn the basics of investing in stocks, setting financial goals, risk and diversification. CERTIFIED FINANCIAL PLANNER™ Khloé U. Karova will answer your questions.
Email emi@moderncapitalconcepts.com to register.
PAYING FOR COLLEGE
Friday, August 12
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
6. Grad School
ESSENTIAL MONEY SKILLS FOR YOUNG PROFESSIONALS
Friday, May 13, 2022
12 PM – 1:00 PM CST
Live via Zoom
https://us02web.zoom.us/j/87534030645?pwd=bVkrVlQ1WERhOXlUMXNuc0U4cElRdz09Meeting ID: 875 3403 0645
Passcode: 170930This 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.
This is a free seminar, but you must register no later than May 12.
Download slides here.
Market update, 5-2-2022, here.
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.
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.
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.
JANUARY 26, 2019 AT THE ACE HOTEL CHICAGO
GET YOUR STORY DOWNPERSONAL BRANDING AND STORYTELLING BOOTCAMPWITH BEN TANZER AND SAVERIO TRUGLIA
