Open to the public

Join us for an informational presentation on how to better balance your artistic practice with business. CU partner and finance professional, Curtis Tran, will walk you through these major topics:

1. Taxes matter: Understand how income is taxed and how retirement accounts like 401(k)s, IRAs, and Roth accounts can help reduce or defer taxes.
2. Debt management: Keep debt payments under control, ideally housing and debt at or below 36 percent of income, and avoid high interest debt.
3. Investing early: Take advantage of compound growth. The earlier you start, the more time your money has to multiply.
4. Diversification: Spread investments across different asset classes
5. Protect what you build: Use insurance such as life, health, disability, and long term care to shield against unexpected financial setbacks.

More about Curtis Tran: “As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.”