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 even more curious
about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.
You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or
the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/
Above all, through EWM INSIGHTS we want to encourage you to:
INVEST IN WHAT YOU LOVE!®
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Note: This is an educational discussion and NOT an offer to purchase or sell insurance or
investment products. It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance.Investments can loose value which includes risk to principle.
Contact Information:
Ellis Wealth Management
Paul Ellis: 425-405-7720
email: [email protected]
Phillip Nathaniel Freeman
Contact: https://phillipnathanielfreeman.com/about
Bio:Phillip is a multi-talented artist and musician known for his work as the lead singer, bass guitarist, and founding member of the power rock trio Small Town Titans. Throughout his life, Freeman has been deeply involved in the arts and entertainment industry, developing a range of skills and talents that have helped him pursue a successful career in these fields.
Since committing to music and art full-time in 2012, Freeman has maintained an active
schedule of national touring, performing, and recording with Small Town Titans while also
providing his skills as a voice instructor, voice actor, and music composer for clients around the
world. His efforts have earned him charting singles on Billboard, Spotify, and Apple Music, as
well as a large and engaged social media following and successful working relationships
with platinum recording artists and producers in studios and on stages across the United States.In addition to his musical pursuits, Freeman is the author and creator of the singing and vocal training program The Vocal Blueprint. He is also actively involved in his local community, regularly donating his time to schools and organizations in central Pennsylvania, where he currently resides.
With a dedication to continuous learning and personal growth, Freeman aims to use his talents
and knowledge to benefit the public good.
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Additional Resources: Research Links
- The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations
A Value Based Resource Journal compliments of Ellis Wealth Management, LLC.
The Next Generation of Wealth Transfer - An Action Plan for Passing On What Matters Most 
