Monday, February 27, 20235 - 7PM
Zoom Video Conference
Members $10non-Members $25
A strong foundation of financial literacy can help support life and artistic goals, such as saving for education or retirement, using debt responsibly and how to operate an arts business. Planning for how your artistic legacy will be managed is also important for artists. Failure to plan how your accumulated creative output will be handled after you pass away can cause your artistic legacy to be lost.
Please join this information session if you or someone you know are interested in financial and legacy planning for artists.
Adam Souply
CFA. CPFA, AIF, MBA
Adam is a Senior Financial Advisor with DB Root, a local financial planning firm He is responsible for developing comprehensive wealth planning and investment strategies designed to help his clients achieve their financial goals. Adam has nearly two decades of experience specializing in building financial planning strategies and providing unique client experience centered on simplifying complex financial situations.
Prior to joining DB Root, Adam worked at Bank of New York Mellon. Adam has a BS in Business Administration and a MBA from Duquesne University. In addition, he holds the Chartered Financial Analyst, Certified Plan Fiduciary Advisor and Accredited Investment Fiduciary designations.
Leslie Dutchcot, Esq
Vice President and Wealth Strategist
Leslie Dutchcot is a vice president and wealth strategist for PNC Private Bank. Leslie has the high level of technical experience in complex estate, tax and wealth planning issues to help bring about successful outcomes as your trusted advisor. Leslie's experience prior to joining PNC Private Bank includes private practice with a boutique estate planning firm in Central Pennsylvania, and working as Counsel with the Estate, Trust and Wealth Preservation Group in one of Pittsburgh's pre-eminent law firms.
Leslie graduated with a Juris Doctor from Duquesne University School of Law and with a Bachelor of Arts from the University of Pittsburgh. Leslie serves as the Chair of the Women in the Law Division of the Allegheny County Bar Association and is a member of the Board of Governors of the Duquesne University School of Law Alumni Association. Leslie is also a member of the boards of directors of the Neighborhood Legal Services and The First Tee Pittsburgh.
