Ms. Tillery's first topic, "Expand Your Financial Planning through Your Client's Tax Return: Moving from Tax Planning to Holistic Financial Planning", will be offered June 13 at 2:00 PM ET. The session also includes Lyle Benson and Ted Sarenski.
Ms. Tillery's second session, "Implementing a PFP Practice: An In-Depth Review of Six Business Models", will be presented July 12th at 1:00 PM ET and also includes Lyle Benson, Steve Levey, Ted Sarenski, Scott Sprinkle, and Jimmy Williams.
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.
Ms. Tillery leads a comprehensive financial planning practice with offices in four states. Her firm's compensation model utilizes an annual retainer fee, as well as hourly fees. A key component of Susan's practice is utilizing the Multi Family Office model, including plan implementation, as well as the coordination of all the client's financial and legal advisors.
Ms. Tillery has over 30 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® Financial, Inc.
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®).
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.