As the flight attendants often say, “It’s critical that you put your oxygen mask on first, before helping others…” This is an important metaphor for all who lead the charge to realize impact on your missions—while maybe sacrificing the time it takes to achieve personal financial health! This fast-paced session led by AAFCPAs Wealth Management’s Wealth Advisor and Partner Carmen Grinkis provides tools so you may begin to prioritize this important activity for your future, and to give you a few precious moments to consider your personal financial planning.
These audio sessions were recorded live at AAFCPAs’ April 25th, 2019 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>
Watch the Full Video of this 12:08 Session
*AAF Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where AAF Wealth Management and its representatives are properly licensed or exempt from licensure. This blog is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AAF Wealth Management unless a client service agreement is in place.