Money & Musicians: A 5-Part Course 
with Tiffany Soricelli of Virtuoso Asset Management 
https://www.virtuosoassetmanagement.com/

Syllabus
February 6, 2023 - 6:00pm ET
Class 1: Goal Setting
60 minute class + light pre-reading
- Explore the research behind goal-setting, habit tracking, and living with intention
- Create Personal, Professional, and Financial Goals for their season/ year/etc.

February 13, 2023 - 6:00pm ET
Class 2: Best Practices in Personal Finance
60 minute class + pre-work
- Cash Flow Management/ Projections
- Budgeting best practices
- Debt Management Strategies
- Financial Systems/ Automations

February 20, 2023 - 6:00pm ET
Class 3: Savings & Investing Strategies
60 minute class
- Creating your Net Worth Statement
- Savings Strategies
- Investment Fundamentals
- Retirement Strategies for Creative Professionals
- Non-Retirement Investing

February 27, 2023 - 6:00pm ET
Class 4: Taxes and Accounting Best Practices*
60 minute class
*A CPA will be present so focus will be more on systems, record keeping, and business deductions
- Accounting Practices
- Best Practices in tax preparation/ organization for artists
- Complimentary tech/ apps

March 6, 2023 - 6:00pm ET
Class 5: Review/ Open Q&A
60 minute class
- Open Format PLUS
- Overview of Credit Scores
- Considerations for international artists

Class Materials Reading Assignments and any digital documents or templates will be sent to the artists ahead of time. A PDF of the class slides will be available after each class. We could also upload to a shared DropBox or similar online sharing space if that’s easier for the artists to access.