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Blue Ocean Strategic Capital, LLC’s Ted Sarenski recently spoke at the national AICPA Personal Financial Planning Conference Las Vegas, NV | Aria Resort & Casino
News from the Conference:
Ted Sarenski Receives AICPA’s 2013 Personal Financial Planning Distinguished Service AwardPublished January 22, 2014
Las Vegas (January 22, 2014) — The American Institute of CPAs is pleased to recognize Ted Sarenski, CPA/PFS and president and CEO of Blue Ocean Strategic Capital, LLC. in Syracuse, N.Y., with the 2013 Personal Financial Planning Distinguished Service Award.
The AICPA gives the award to a member volunteer who contributes significantly to the advancement of personal financial planning as a practice discipline. Sarenski received the award late Tuesday at the AICPA Advanced Personal Financial Planning Conference in Las Vegas.
“Through tireless dedication and service, Ted has strengthened the CPA financial planning profession and elevated the knowledge of his peers across the country,” said Jeannette Koger, vice president of member specialization and credentialing at the AICPA. “He exemplifies the best qualities of a CPA financial planner.”
Over the past decade, Sarenski has served on the Personal Financial Planning Division’s executive committee and on the National CPA Financial Literacy Commission. He chairs the PFP division’s elder planning task force. He wrote the “CPA’s Guide to Social Security Planning” and was a key contributor to the PFP division’s consumer guide to end of life planning. He speaks at conferences across the country on Social Security, retirement planning and elder planning and has been featured in national media outlets for his expertise.
A passionate advocate for more CPAs to enter financial planning, he contributes annually to a workshop to help CPAs add personal financial planning services to their practices.
Sarenski holds an undergraduate degree in accounting from the State University of New York in Binghamton. He lives in Syracuse, N.Y. with his wife and family.
11 Tips to Help Clients With Social Security BenefitsBY: ANN MARSHFINANCIAL PLANNINGWEDNESDAY, JANUARY 22, 2014
The Social Security system may be in serious trouble but, right now, it’s still a critical source of support for clients, according to Theodore Sarenski, president of Blue Ocean Strategies Capital in Syracuse.
Sarenski started with the bad news during his presentation before CPA-planners at the Advanced Personal Financial Planning Conference sponsored by the American Institute of CPAs in Las Vegas.Click here to read the article in its entirety 11 Tips to Help Clients With Social Security Benefits