Susan M. Tillery President/CEO Paraklete Financial, Inc.
PRLog (Press Release) -
Jul 28, 2009 -
The PFP Section of AICPA is hosting a WebEx on Thursday, July 30, 2009 at 1:00 p.m. (EDT). The topic is “Considerations when Providing Investment Advice.” Susan Tillery, President and CEO of Paraklete Financial, Inc. will be a panelist. Areas to be covered are: legal basics; professional considerations;
choosing the right business model and how to implement; current events in Washington. Other panelists are: Tom Westerfield, Steven Watts, partners at Dinsmore and Shohl and Ellen Bruno, CPA/PFS, Managing Member of Compliance Advisor Professionals, LLC
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http://www.prlog.org/10294652/1Paraklete Financial, Inc. (PFI) is a fee only financial planning firm. PFI manages no assets and sells no products. PFI provides financial planning services for individuals, business, estates, trusts, charities and foundations.