• The Business Brain Trust is a monthly mastermind for experienced professionals that meets in the Chicago Loop and is accessible via Zoom for clients everywhere. Past topics included elevator pitches, pricing, social media, sales strategies. There is no cost to Modern Capital Concepts asset management and quarterly fee clients.

  • UPCOMING EVENTS OPEN TO THE PUBLIC

  • Personal Branding and Storytelling with Ben Tanzer and Saverio Truglia

    SATURDAY, JAN 26TH 9AM TO 3PM

    ACE HOTEL, 311 N. MORGAN, CHICAGO, IL

     

    Are you a career-changer, business owner, re-entering the workforce or just want to be a better writer? Come to this hands-on workshop.

     

    Elevate your social media posts from the crowd. Tell your and your company's story in a way that affects people's emotions. Learn how to control your message and build your brand through impactful storytelling. Get feedback on your writing and a framework for executing on social media strategy. Led by writer and educator, Ben Tanzer.

     

    Sponsored by Modern Capital Concepts, Inc.

     

    Register at https://bit.ly/2K9Dm4U

  • PAST EVENTS

  • Socially Responsible Investing

    Mon, Oct 23, 2018

    5:30 PM – 7:00 PM CST

     

    Logan Square Chicago Public Library

    3030 West Fullerton Avenue

    Chicago, IL 60647

     

    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.

  • Planning for Retirement

    Sat, September 22, 2018

    11:30 AM – 1:00 PM CST

     

    Logan Square Chicago Public Library

    3030 West Fullerton Avenue

    Chicago, IL 60647

     

    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.

     

    We will focus on the topics most of interest to the attendees.

     

    Advanced reading:

    "8,000 Days" from the MIT AgeLab: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI083.pdf

    JPMorgan Guide to Retirement: https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/guide-to-retirement

     

    Attendees should go to SSA.gov to look up their estimated Social Security benefit at full retirement age.

  • Investing Book Discussion: "Nudge" by Richard Thaler

    MONDAY AUGUST 20, 2018
    5:30 PM to 7 PM
    WeWork National, 125 S. Clark Street
    ID-required at check in

    No specific investment recommendations will be given during this meeting. All information should be considered educational and general in nature.

  • Investing Book Discussion: "Principles" by Ray Dalio

    MONDAY JULY 23
    6 PM to 8 PM
    WeWork National, 125 S. Clark Street
    ID-required at check in

     

    This is the second of a series of book discussions covering investing. No prior knowledge of investing is required, but I strongly encourage you to read "Principles" by Ray Dalio before the meeting.

    "Principles" by Ray Dalio can be found at most Chicago Public Libraries and ordered from your local book store.

  • Money and Emotions Brunch'n'Learn

    June 30, 2018 at Farmhouse in Evanston, IL

     

    Discussion about cultural beliefs about money, strategies to save and reduce financial stress.

  • Investing Book Discussion

    SATURDAY MAY 5 (PART I)
    9:30 AM – 11:30 AM
    Bucktown Wicker Park Chicago Public Library
    1701 N Milwaukee Ave, Chicago

     

    SATURDAY MAY 26 (PART II)

    NOON – 1:30 PM

    Logan Square Chicago Public Library

    3030 West Fullerton Avenue

     

    This is the first of a series of discussions based on the book “A Random Walk Down Wall Street.” No prior knowledge of investing is required, but I strongly encourage you to read "Part One - Stocks and Their Value" before the first meeting.
     

    "A Random Walk Down Wall Street" by Burton Malkiel can be found at most Chicago Public Libraries and ordered from your local book store. I will be referencing the 2015 version in our discussion.
     

    Bring the book and your laptop to put research ideas in action during the meeting.

     

    This is a free Meetup, but you must RSVP. Email khloe@moderncapitalconcepts.com if you are not a Meetup member.

  • Personal Branding and Storytelling with Ben Tanzer

    FRIDAY, MAY 18TH 9AM TO 1PM

    WEWORK NATIONAL, 125 S. CLARK STREET, CHICAGO, IL

     

    Are you a career-changer, business owner, re-entering the workforce or just want to be a better writer? Come to this hands-on workshop.

     

    Elevate your social media posts from the crowd. Tell your and your company's story in a way that affects people's emotions. Learn how to control your message and build your brand through impactful storytelling. Get feedback on your writing and a framework for executing on social media strategy. Led by writer and educator, Ben Tanzer.

     

    Sponsored by Modern Capital Concepts, Inc.

  • Strategies for Investment Success at Every Life Stage

    Monday, April 23, 2018

    12:00 PM - 1:30 PM

     

    Harold Washington Chicago Public Library

    400 S State St, Chicago, IL 60605

    Cindy Pritzker Auditorium (Lower Level)

     

    Join Christine Benz, Director of Personal Finance with Morningstar, as she discusses some strategies for financial and investment success at any age. After Christine’s presentation, Khloe U. Karova and other CERTIFIED FINANCIAL PLANNER™ professionals will be available to provide free financial planning consultations to attendees, courtesy of the Financial Planning Association of Illinois.

  • Socially Responsible Investing

    Sat, April 21, 2018

    12 PM – 1:30 PM CST

     

    Logan Square Chicago Public Library

    3030 West Fullerton Avenue

    Chicago, IL 60647

     

    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.

  • The Art of the Elevator Pitch

    March 22, 2018 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.

  • Salary Negotiations

    Fri, February 23, 2018

    11:30 AM – 1:00 PM CST

    • 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.

  • Financial planning offered through Modern Capital Concepts, Inc. a Registered Investment Advisor in the states of Illinois and Texas and separate entity from LPL Financial.

     

    Khloé U. Karova holds the Series 7 with LPL Financial and 66 license with LPL and Modern Capital Concepts. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Illinois, Indiana, California, Colorado, Florida, Kentucky, Massachusetts, Missouri, Nevada, North Carolina, New Jersey, New York, Oregon, Texas, and Virginia.

     

    Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, member FINRA /SIPC.