December 5, 2018, 7:00 - 9:00 PM
Topic: Financial Management and Accounting
Provider/Presenting Organization: Center for Cultural Innovation
Location: Los Angeles Area
Planning for Your Future as an Arts Worker
with Moss Adams Wealth Advisors
Employment in an unconventional field can make planning for your future feel more challenging. As experienced financial planners, Daniel Kerr and Jamie Haarmeyer are no strangers to helping create a customized financial plan that fits each individual’s situation. During this 2-hour workshop, they will cover specific financial planning strategies for artists with unique cash flow and benefits, including:
At the conclusion of this workshop, you will be familiar with some financial planning strategies for artists and how you could begin to implement them.
About the Presenters:
Daniel Kerr, CFP®, is an associate advisor at Moss Adams. He is responsible for coordinating all stages of the financial planning process, assessing risk, asset allocation, portfolio rebalancing, investment implementation, and portfolio monitoring customized to the needs of his clients. He is passionate about delivering customized solutions to help individuals meet their specific needs and goals.
Jamie Haarmeyer, CFP®, is an associate advisor with Moss Adams. She focuses on helping clients with all stages of the financial planning process. This includes creating a budget and cash flow plan, assessing risk, asset allocation, investment implementation, and portfolio monitoring, all customized to the needs of her clients. She has a particular interest in delivering comprehensive financial solutions that directly align with each client’s goals.
Assurance, tax, and consulting offered through Moss Adams LLP. Investment advisory services offered through Moss Adams Wealth Advisors LLC. Investment banking offered through Moss Adams Capital LLC.
To enroll in a workshop, you must first become a member of CCI and create a user name and password. CCI membership is free of charge and open to the public.
Cancellation Policy: Full refund on registration fees up to 48 hours prior to workshop date. Fees non-refundable after that date.
Center for Cultural Innovation takes photos and videos at our activities for non-commercial, archival, and promotional purposes. By attending this workshop, you are acknowledging that your likeness may appear on our website, social media platforms, ephemera and publications, and/or archives. If you have any objections, please let us know, and thank you.
This workshop is made possible with support from:
***IMPORTANT REGISTRATION INSTRUCTIONS*** (DON'T SKIP STEPS 4-6!)