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AAFCPAs

AAFCPAs•www.aafcpa.com
Business
Podcast by AAFCPAs
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Episodes

Department of Labor: Fiduciary Rule Changes Impacting Retirement Accounts

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 a fiduciary.

Sep 02, 2016•14 min

Strategic Management of Net Assets for Nonprofits, John Buckley, Phil Christiano

John Buckley, Partner, advises nonprofits to include an analysis in their Strategic Plans of what is needed for working capital, reserves, long term investments, and a proactive plan to build them. Each of these “buckets” has its own unique investment strategy, time horizon, and risk tolerance.

Aug 16, 2016•44 min

Cyber Security & Fraud for Nonprofits, James Jumes

In this session, James Jumes, Partner, AAFCPAs Business & IT Advisory, warns of some of today’s most prevalent and damaging IT security risks and cyber threats, and provides advice on how organizations can take steps to protect themselves.

Aug 16, 2016•46 min
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