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Department of Labor: Fiduciary Rule Changes Impacting Retirement Accounts

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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.  Carmen will also provide attendees with a questioning toolkit, so you can help ensure that your investment advisors are putting your best interest first.
Watch this video clip (1 min 34 sec„) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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About the Author

Carmen Grinkis
Carmen is a Partner of Wealth Management within AAFCPAs’ Wealth Management practice, specializing in comprehensive financial planning solutions for individuals, families, business owners, nonprofits & foundations. She is a licensed investment adviser and a CERTIFIED FINANCIAL PLANNER™ (CFP®). In addition, Carmen has a PhD in Clinical Psychology and fifteen years’ experience as a practicing psychologist. This perspective benefits clients because so much of financial planning is life planning. Additionally, Carmen is an experienced entrepreneur and her strong combination of formal education, diverse work experience, and commitment to continuous learning results in innovative, financial insights.