AICPA volunteer earns PFP Distinguished Service Award


Ted Sarenski, president and CEO of Blue Ocean Strategic Capital LLC in Syracuse, N.Y., received the AICPA 2013 Personal Financial Planning Distinguished Service Award.

The award recognizes a member volunteer who contributes significantly to the advancement of personal financial planning as a practice discipline.

Over the past decade, Sarenski has served on the Personal Financial Planning Executive Committee and on the National CPA Financial Literacy Commission. He chairs the PFP Section’s Elder Planning Task Force, wrote The CPA’s Guide to Social Security Planning, and was a key contributor to the PFP Section’s consumer guide to end-of-life planning. An advocate for more CPAs entering financial planning, he speaks at conferences across the country on Social Security, retirement planning, and elder planning, and he contributes annually to a workshop to help CPAs add personal financial planning services to their practices.

RESOURCES

Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

SPONSORED

Building process maps: Template and instructions

Documenting your financial close process and finding opportunities for automation are more important than ever. Our customizable slide deck has instructions, a risk assessment questionnaire, and bonus checklists that will help you map out your process.