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:

1. Retirement Planning
   1. Self-Employed Retirement Accounts
   2. Taxation of Accounts
2. Future Cost of Living and Inflation
3. Basic Budget Tips
4. Basic Estate Planning
   1. Living Trusts & Wills
   2. Copyright, Royalties and Archives

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.

 

The Paul Robeson Community Wellness Center (PRCWC) is a dynamic community space operated by Community Services Unlimited Inc. The Center houses South LA’s 1st organic produce market and a local food hub increasing access to healthy local food for the entire South Los Angeles community. We encourage you to come early to check out the first floor Village Market Place, enjoy information videos, and purchase delicious drinks and snacks (which you can bring to the workshop). Please note in order to park on the PRCWC lot, you must be a customer of the market, so please arrive early and support out partner nonprofit!

 

 

Date: Wednesday, December 5, 2018

Time: 7:00 - 9:00 pm

Location: Paul Robeson Community Wellness Center, 6569 S Vermont Ave., Los Angeles, CA 90044