Carmen Grinkis
Posts by Carmen Grinkis
2018
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09.07
AAFCPAs Wealth Management Announces Transition of Leadership
AAFCPAs Wealth Management is pleased to announce a transition in leadership, naming Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP® as Co-Directors. Grinkis and Hammond are both Senior Wealth Advisors at AAFCPAs and have been poised to take over the leadership from Founder and Wealth Advisor Joel Aronson, CPA, MBA, PFS since joining the […]
2018
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03.02
AAFCPAs Wealth Management Presents Session on the Evolution of Risk Management within Financial Planning
AAFCPAs Wealth Management’s Carmen Grinkis, PhD, CLTC, CFP® will present an insightful session on the evolution of risk management within financial planning for the benefit of peer wealth advisors at the Pinnacle 2018 Winter Summit, March 6-8, 2018 in St. Augustine, FL. In this session, Carmen will reflect on the meaningful evolution of her career […]
2017
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11.08
AAFCPAs Wealth Management Shares Proactive Strategies for Investors in a Strong Market
AAFCPAs Wealth Management is constantly reviewing market conditions to be thoughtful, disciplined, and opportunistic to changes that occur over time. Market volatility is not something you can control, but how you position yourself now will have a lasting impact. The US financial market is strong. Rejoice! The bull market continues for the past eight years […]
2017
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07.09
Personal Financial Planning Considerations for Executives
Listen to Podcast Click here to listen to podcast or use the above media player. Most investors are terrified of market volatility, and those retirees that experience it in the first few years of retirement could face retirement spending shortfalls. This podcast will outline one strategy to manage the dangers of sequence of return risk […]
2017
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06.28
AAFCPAs releases 8-part educational podcast series, designed to help nonprofits thrive
AAFCPAs is excited to announce the release of our 8-part educational podcast series offering actionable takeaways for organizations to improve efficiency, effectiveness and performance controls. This collection of podcasts is the 2nd series of recordings from AAFCPAs’ Annual Nonprofit Educational Seminar. These podcasts, and accompanying introductory videos, feature full audio of thought-provoking sessions recorded on May 3rd, […]
2017
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03.21
AAFCPAs Wealth Management Invests in Team and Processes in 2016
AAFCPAs Wealth Management is pleased to share the investments we have made in our team and processes in 2016, designed to enhance your client experience: Carmen Grinkis, PhD, CLTC, CFP® has joined our team as a Senior Wealth Advisor and Director of Wealth Management. Carmen is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), […]
2016
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06.09
Department of Labor: Fiduciary Rule Changes Impacting Retirement Accounts
Listen to Podcast Click here to listen to podcast or use the above media player. The DOL’s new fiduciary rule requires financial advisors to put their clients’ best interests ahead of their own when providing investment advice. Carmen Grinkis, Wealth Advisor, AAFCPAs Wealth Management provides perspective on the ruling and what it means to be […]
2016
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03.24
AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Carmen Grinkis
AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Carmen Grinkis, PhD, CLTC, CFP® as a Wealth Advisor and Director of Wealth Management. With over 25 years of diverse experience, Carmen is a seasoned professional providing comprehensive financial planning solutions for individuals, families, business owners, nonprofits & foundations. She […]