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Follow on Google News | Thomas N. Tillery teaching at The Univ of Georgia, Terry College of Business Sept 14, 19 and 21Tom N. Tillery will be teaching at The University of Georgia, Terry College of Business Sept 14, 19 and 21. He will be teaching the CFP (R) Capstone Review Course which teaches 6 major areas of personal financial planning.
By: Tom N. Tillery For additional information about the course, contact Lesli Terrell-Payne, Director of the CFP (R) Program & Assistant Director of Certificate Programs, Executive Programs, Terry College of Business, The University of Georgia. (404) 842-4829 or ltpayne@terry.uga.edu. Thomas Neal Tillery is the Vice President of Paraklete Financial, Inc. and serves as the firm’s Chief Compliance Officer. Mr. Tillery has more than 20 years of experience in financial planning, insurance, investments, philanthropy and tax planning. He has provided these services to businesses, individuals and families of substantial wealth. Mr. Tillery has earned a master’s degree in Financial Services from The American College, and also holds a master’s degree in Christian Education from The Southern Baptist Theological Seminary. He holds the professional designations of Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriter Training Council Fellow (LUTCF) and Chartered Retirement Planning Consulor (CRPC) (SM). Mr. Tillery is a member of the National Association of Personal Financial Advisors (NAPFA), the Society of Financial Service Professionals, the Atlanta Estate Planning Council, and the Financial Planning Association. Tom has been a provider of Continuing Education for attorneys (CLE), accountants (CPE), and investment and insurance professionals. He is an instructor at the Terry College of Business, University of Georgia Executive Programs and is a national instructor for CFP® Certification Examination Reviews. Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA). Paraklete Financial, Inc.(TM) is a fee only financial planning firm. PFI (TM) manages no assets and sells no products. PFI provides financial planning services for individuals, business, estates, trusts, charities and foundations. For more information, please visit http://www.parakletefinancial.com. # # # Paraklete Financial, Inc. (PFI) is a nationwide “fee only” and not fee based comprehensive financial planning firm. The firm’s clients are business, charities, estates, individuals and trusts. End
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