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Follow on Google News | Tom Tillery to Speak at AICPA Advanced Personal Financial Planning ConferenceThomas 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 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). # # # Paraklete Financial, Inc. (PFI)™ is a nationwide true “fee-only” End
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