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Financial Planning for Creative People During Volatile Times

  • Wednesday, May 18, 2011
  • 7:00 PM - 8:29 PM
  • SPECIAL OFF-SITE LOCATION: Pillsbury Winthrop Shaw Pittman LLP, 50 Fremont Street, San Francisco, CA 94105-2228

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With Larry Miller, CFP

Financial Planning for Creative People During Volatile Times

  • The basics of the financial markets
  • Knowing yourself: Are you a stock or a bond? What if you are a penny stock?
  • What’s happening now in the world financial markets?
  • Getting from A to B: The linear path or through the Wormhole?
  • Question and Answer Period
This presentation will cover the history and basics of financial planning and financial markets. The discussion will include topics such as real estate, entitlements, and liabilities -- including his Five Guiding Principles for Personal Financial Planning:
  1. risk and reward
  2. diversification
  3. trends
  4. control
  5. self-assessment
Mr. Miller will review the five principles as they apply to the creative community. He will interweave information about where the markets have been, are currently, and may go. In light of the presently volatile markets, he will provide a step-by-step process to help creative people with long-term financial planning.

SPECIAL OFF-SITE LOCATION: Pillsbury Winthrop Shaw Pittman LLP, 50 Fremont Street, San Francisco, CA 94105-2228

Larry Miller is a Senior Vice President of Wealth Management and Senior Portfolio Manager, operating out of the Berkeley, CA office of Morgan Stanley Smith Barney. 

His father, sister, wife, and father-in-law are or were visual artists. Larry is a graduate of UC Berkeley, has an MBA from the Haas School of Business, an MFA in poetry from San Francisco State University, and has been a Certified Financial Planner for almost twenty-five years. 

Before involving himself in financial affairs, he worked freelance in the publishing trade for such places as Stanford University Press, University of California Press, Shambhala Publications, and Rolling Stone. This was followed by years spent as a counselor or executive in various therapeutic communities in the San Francisco Bay Area. 

He currently lives in Piedmont with his wife, an occasional daughter, and the family dog, finding that quite a number of his business clients are painters, dancers, photographers, writers, and woodcarvers.

 

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