Susan Tillery to Speak at the TSCPA Personal Financial Planning Conference on Oct 29th

Oct. 25, 2010 - PRLog -- Susan M. Tillery, President and CEO of Paraklete Financial, Inc.™, will be speaking at the TSCPA Personal Financial Planning Conference on Friday, October 29th in Brentwood, Tennessee.  Her presentation is entitled, "Issues Affecting the Profession and the Value of the PFP and PFS."

The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and closely held entities.

The Personal Financial Specialist (PFS) program allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the PFS credential adds credibility. PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.

Paraklete Financial is a "true fee-only" and not fee-based financial planning firm.  Paraklete provides comprehensive financial planning services to individuals and families, businesses, estates, trusts, charities and foundations.  The firm also assists CPAs around the country with the integration of comprehensive financial planning into their practices.

Ms. Tillery has over 25 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery’s experience in a multi-family office where she provided a broad array of financial services to affluent families, together with her work at Arthur Andersen and other financial firms, provided the framework for Paraklete.

Susan earned her bachelor’s and master’s degrees in Accounting, with a specialty in Tax, from the University of Georgia.  She holds the professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).  Additionally, Susan is Series 65 Securities licensed.

Susan is a member of both the Georgia Society of CPAs and the American Institute of CPAs. In addition, she is a member of the AICPA Personal Financial Planning Executive Committee and a member of the Estate and Financial Planning Leadership Team of the Georgia Society of CPAs.

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Paraklete Financial, Inc.™ (PFI) is a nationwide "true fee-only” financial planning firm. PFI manages no assets and sells no products. PFI provide comprehensive financial planning servies to individuals and families, businesses, estates, trusts, charities and foundations. PFI also assists CPAs around the country with the integration of comprehensive financial planning into their practices.