Business Training Seminars

Keynote/Breakout

Profile

Founder and President

KAPLAN COMMUNICATIONS COMPANY
YOUR MONEY MATTERS!
MONEY MATTERS FOR KIDS

Founder and President of New York City-based Kaplan Communications Company (KCC), Mrs. Kaplan has extensive experience as a professional communications and education specialist in the financial services industry. Two decades of business experience have taught her that employers benefit significantly when their employees are not distracted by personal and family issues about which they feel unable to make informed, productive decisions. Measurable increases in staff performance and company profitability often result from targeted educational enhancement programs that help staff deal with the increasingly complex challenges they face outside the workplace – and perhaps their most critical challenge may be to acquire the tools and techniques necessary to improve personal money management skills, both for themselves and their children.

Having seen time and again the tremendous gap in many adults’ understanding of basic financial concepts and how they apply to everyday living, YOUR MONEY MATTERS! seminars help adults increase their financial literacy and develop sound habits of savings, spending, and investing wisely.

To answer the question asked by so many adults, "Why didn’t someone teach me these things when I was in school?” YOUR MONEY MATTERS! seminars educate, inform, and empower adults as they learn how to budget; save, spend, and invest wisely; pay for their children’s education; provide for their aging parents; plan for their own retirement; and set achievable financial goals. Using effective, time-tested teaching techniques that emphasize attendee participation and conversational informality, YOUR MONEY MATTERS! problem-solving seminars are customized to meet the specific financial education needs of each segment of your company’s varied workforce, especially parents and women.

Formerly Executive Vice President and Director of Communications, Investors Press, Inc., Mrs. Kaplan has written extensively on financial and retirement planning, pension and risk management, investment strategies, fiduciary and compliance responsibility. She has authored and edited more than a dozen financial education books, as well as numerous newsletters, industry White Papers and briefing reports.

An accomplished public speaker, Mrs. Kaplan has moderated numerous educational conferences and group meetings, and has developed agendas for dozens of industry-wide conferences on retirement planning, risk and pension management.

Before joining Investors Press, Mrs. Kaplan headed Joan Kaplan Fine Art, a well-known advisory and curatorial consulting company that advised global financial institutions on the acquisition of museum-quality fine art collections. In addition, she developed related educational programs, hosted tours and panel discussions featuring leading artists and other art world luminaries.

She received her B.A. degree with honors from Connecticut College after three years, and subsequently completed graduate course work at Yale University.