Experiencing Financial Stress Due to COVID-19? Learn Stress-Relieving Tips from Anxiety and Financial Experts

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Consumer

Topic

Anxiety and Depression

Friday, May 01, 2020 2:00 pm

- 3:00 pm ET

Learn some practical tips from two certified financial planners from BDF LLC (Kristina Caragiulo and Nick Cosky of BDF LLC in Chicago) on navigating your financial concerns during these challenging times. Also - learn from ADAA member and co-chair of the Public Education Committee - Debra Kissen, PhD, MHSA - about how to cope with worries and fears about finances during the COVID-19 pandemic.

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Future performance of any investment or wealth management strategy, including those recommended by Balasa Dinverno Foltz LLC (BDF), may not be profitable, suitable for you, prove successful or equal historical indices. Historical indices do not reflect the deduction of transaction, custodial or investment management fees, which would diminish results. Any historical index performance figures are for comparison purposes only and client account holdings will not directly correspond to any such data. BDF clients must, in writing, advise BDF of personal, financial or investment objective changes and any restrictions desired on BDF’s services so that BDF may re-evaluate its previous recommendations and adjust its investment advisory services. BDF’s current written disclosure statement discussing advisory services and fees is available for review at www.BDFLLC.com or upon request.

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Presenter(s) Biography

Kristina Caragiulo

Kristina Caragiulo is a Certified Financial Planner™ professional, and a Senior Advisor at BDF LLC, an independent private wealth management firm in Chicago. In her role at BDF, Kristina works with clients to help them turn their goals into reality. Kristina is also a part of BDF’s Divorce Practice Group, where she helps individuals going through divorce come out of the process on strong financial footing and ready for the next chapter of their lives. Her passion is building relationships – she loves to provide people financial peace of mind.

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Nick Cosky

Nick Cosky is a Certified Financial Planner™ professional, and one of the owners of BDF LLC, an independent private wealth management firm in Chicago. Nick recognizes that working with clients is about more than helping them navigate their finances. Many clients come to BDF with a great understanding of certain aspects of their financial lives, but they need help in other areas to pull the whole picture together. Adding understanding or knowledge where it is needed, Nick helps his clients create a holistic view of what they can achieve during their lifetime.

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