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Susan M. Tillery a panelist for a WebEx “Considerations when Providing Investment Advice.”

Susan Tillery is a panelist for a WebEx hosted by the AICPA/PFP Section: “Considerations when Providing Investment Advice.” Areas to be covered are: legal basics; professional considerations; choosing the right business model and how to implement

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Susan M. Tillery President/CEO Paraklete Financial, Inc.
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

Photo:
http://www.prlog.org/10294652/1

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Paraklete 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.

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Contact Email:
***@parakletefinancial.com
Source:Paraklete Financial, Inc.
Phone:(678) 290-3930
Fax:(678) 290-3901
Address:1230 Valley Reserve Dr. NW
:Kennesaw, GA 30152
Zip:30152
City/Town:Kennesaw
State/Province:Georgia
Country:United States
Industry:Accounting, Finance
Tags:, , , , investment advisors act of 1940,
Last Updated:Jul 28, 2009
Shortcut:http://prlog.org/10294652
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