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Financial Planning Basics: Understanding the Art of Money
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Personal Finance Series for Actors, Artists, and Creative Entrepreneurs: Understanding the Art of Money


This series of financial workshops will help individuals from the creative sector set goals, assess their personal financial status, create new habits, try new budgeting methods, plan for the long term, think strategically about investments, and prepare their taxes wisely.


Who should attend these workshops?

Actors, musicians, performers

Visual artists

Artists with hybrid careers

Freelancers and creative entrepreneurs


Workshop #1: Financial Strategies for Creatives

As actors and performing artists, you may feel like your income is difficult to predict. Or perhaps you have a hybrid career and are juggling multiple income streams, making budgeting a challenge.  Is your relationship to money…complicated? Do you track your professional arts-related expenses and deductibles? Are you living within your means? Take guidance from arts career advisor, director of the Center for Music Entrepreneurship at Manhattan School of Music, and author of Beyond Talent Angela Myles Beeching, in this evening workshop dedicated to overcoming financial hiccups. Angela delivers invaluable strategic and business advice to artists, helping them to develop and sustain meaningful careers.


This workshop will cover:

  • The emotional traps that can keep talented people stuck in the "starving artist" myth
  • Simple yet powerful tools you can use to create new habits and wealth
  • Goal setting and action-planning
  • Budgeting
  • Bartering and other practical techniques to help cut overhead costs
  • Business plans, and how they can boost your creativity


Workshop #2: The Nuts and Bolts of Financial Planning

Launch, revisit, or rethink your short- and long-term financial goals in this information-packed workshop with Caroline Gaffney, a CERTIFIED FINANCIAL PLANNERTM and founder of Atwater Wealth Management. Regardless of your financial status, Caroline will address your unique needs, presenting a logical road map and answering your burning financial questions. Prior to founding Atwater Wealth Management, Caroline worked at a national financial and Investors Bank and Trust Co. She is a member of the Boston Estate Planning Council and an instructor at Northeastern University.

This workshop will cover:

  • How to conduct a personal inventory
  • The methods for creating a sound financial planning strategy
  • Tools and investment products available to you
  • Retirement planning


Workshop #3: Tax Strategies for Artists

As tax season approaches, Michael Tucci, CPA, MST, will help artists focus on the tips and strategies artists should employ in managing their business and preparing their tax returns. Michael A. Tucci has been a partner in Ercolini & Company since 1989. Mike is instrumental in providing sound business and tax planning advice to clients in a variety of industries and has advised artists for decades.


This workshop will cover:

  • Form 1040 preparation
  • Deductions
  • Schedule C
  • Audits
  • Expenses

StageSource Partners