Financial and Legacy Planning for Artists

Finanical and Legacy Planning for Artistis

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.

Larry Castner, Esq.

Speakers

Adam Souply

Portrait of 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.

Leslie Dutchcot, Esq

Portrait of 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.


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