Ted Sarenski is in a sweet spot of life where he is doing what he loves most at work and has reaped the benefits of the relationships and business he created. He shares his story in this new podcast series hosted by Lyle Benson, CPA/PFS. Ted discusses:
How he went from doing small firm accounting and tax work to owning a financial planning business that serves the everyday client.
What he did to find a successor that aligned with his values and priorities.
His advice for those who want to create a firm like his.
How he became a Social Security expert and used media to gain awareness for his business.
How the Advanced PFP Conference, PFP Section, and PFS credential shaped his career.
His thoughts on the future of tax and financial planning.
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
Visit the landing page for Deeper CPA Financial Planner Connections to find other episodes in this series.
Register for the Building a Tax and Financial Planning Workshop at ENGAGE or online on June 4th and 5th.
For those who meet the requirements of the CPA/PFS experienced track, you can attend the PFS Live! Workshop on June 4th and 5th.
Join your community of CPA financial planners at the Advanced PFP Conference at ENGAGE on June 6th through 8th.
Access Ted’s Adviser’s Guide to Social Security Planning.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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