Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. and Special Guest, Phillip Nathaniel Freeman!

I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management information to help your family become stronger and more independent.

I am joined by my colleague James A. Bergeron, J.D. and Special Guest Phillip Nathaniel Freeman!

It has been said:

" It is not how much you make - it is how much you keep."

Advanced Planning Series Episode 1.

In the age of digital transformation, estate planning has evolved beyond traditional assets

like property and investments.

Today, digital assets play a crucial role, especially for those in the arts and entertainment industry.

In our latest podcast episode, we delve into advanced planning techniques with James

Bergeron, an advisor and education consultant, and Phillip Nathaniel Freeman, a multitalented

artist and musician known for his work with the power rock trio Small Town Titans.

James Bergeron emphasizes that wealth is more than just economic assets; it should reflect our

values and identities. This philosophy extends to digital assets, which can include everything from passwords and online accounts to business - related intellectual property.

For artists like Phillip Nathaniel Freeman, digital assets encompass a wide range of valuable

items, such as music recordings, royalties, and even AI-generated likenesses.

Phil shares his insights into the complexities of managing digital assets in the music industry.

With the advent of the Internet, file sharing, and streaming services, musicians' works are

primarily digital. These digital assets generate revenue through advertisements and royalties,

which need to be carefully managed and protected.

Phil highlights the importance of understanding copyright laws and the potential of blockchain technology to ensure the authenticity and proper distribution of these assets.

For those in the entertainment industry, understanding the scope of digital assets is vital.

As technologies like AI and blockchain continue to evolve, they offer new opportunities and

challenges for managing and protecting intellectual property. Phil mentions that some artists are even considering using AI to create avatars or holograms of themselves, ensuring their legacy continues long after they are gone.

Whether you're an artist, entrepreneur, or simply looking to protect your digital legacy, this

discussion offers valuable guidance on navigating the evolving landscape of digital assets.

"The Digital Estate Plan and The Entertainers Checklist "

Session Topics:

• The Entertainers Estate

• The Age of AI

• Music, Digital Assets and Intellectual Property

• Taking Inventory of Royalties

• Know Your State

• The 3-5 Year Sneak Peak

• The Entertainers Estate Checklist

Get ready as we continue our focus on the greatest investment of all - Human Capital and

The Family!

“Invest in What You Love!”® ❤⚜

You are welcome to share this episode with those in your circle who are on a similar path of

learning.

Additional Notes and resources have been attached below.

Referenced Previous Session:

"Creating Your Family Compass and GPS to

Legacy"

Available here:

https://ewm-insights-love.captivate.fm/episode/

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We hope our conversations will help you acquire more knowledge, become...