Gift Planning


Estate Planning for Artists and Designers

This webinar is the first in a Gift Planning series that the Jesse + Helen Rowe Metcalf Society will be offering RISD alumni. Learn about special considerations for artists and designers as they plan for their future. Financial Advisor Juan Ros, CFP leads an estate planning discussion, with an emphasis on business succession, small business transitions, gifts of and estate planning for tangible work product and intellectual property.
Estate Planning for Artists + Designers, Part II

In this second part of the Estate Planning for Artists + Designers series, Financial Advisor Juan Ros, CFP focuses on retirement planning and business succession topics and the importance of having a plan that will guide you through the stages of life and career.


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