Tom Tillery to Speak at AICPA Advanced Personal Financial Planning Conference

Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® and and Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be presenting two sessions at the AICPA Advanced Personal Financial Planning Conference.
By: Paraklete Financial
 
 
Tom Tillery
Tom Tillery
Dec. 6, 2011 - PRLog -- Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete Financial, Inc®  (PFI) will be presenting two sessions at the AICPA Advanced Personal Financial Planning Conference to be held January 16-18th at the Aria Resort & Casino in Las Vegas, Nevada.

Mr. Tillery will be presenting "Medicare & Healthcare:  A 'Real Scare' for Retirees in 2012".  The session is intended to give attendees an understanding of how their clients will be impacted by Medicare and the changes coming in 2012.

Additionally, Tom will present "'Who's on First, What's on Second': Using Annuities in Retirement Planning" to help reduce confusion around annuities.  The need for and types of annuities will be covered, in addition to advanced planning concepts with annuities.

Paraklete Financial, Inc®. is a "true fee-only" financial planning firm. PFI 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.

Thomas N. Tillery is the Vice President of Paraklete Financial, Inc. and serves as the firm’s Chief Compliance Officer. Mr. Tillery has more than 25 years of experience in financial planning, insurance, investments, philanthropy and tax planning.

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 Conselor (CRPC®).

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. Tom has been a provider of Continuing Education for attorneys (CLE), CPAs (CPE), and investment and insurance professionals.

He is an instructor at the Terry College of Business, University of Georgia Executive Programs and is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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Paraklete Financial, Inc. (PFI)™ is a nationwide true “fee-only” and not fee based comprehensive financial planning firm. The firm’s clients are business, charities, estates, individuals and trusts.
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Source:Paraklete Financial
Email:***@parakletefinancial.com Email Verified
Zip:30152
Tags:Aicpa, Cpa, Pfs, Financial Planning, Fee-only
Industry:Financial, Accounting
Location:Kennesaw - Georgia - United States
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