Mr. Tillery will be the presenter for a two-day exam review course for CPAs preparing to take the PFS Exam. The course will provide 21 hours of CPE credit and covers the personal financial planning process, professional responsibilities, income tax, estate, retirement, investments and insurance planning.
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 without managing assets or selling products. The firm also assists CPAs around the country with the integration of comprehensive financial planning into their practices.
Mr. Tillery has more than 25 years of experience in financial planning, insurance, investments, philanthropy and tax planning. Tom earned his 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 AICPA (Non-CPA Associate), the National Association of Personal Financial Advisors (NAPFA), the Society of Financial Service Professionals and the Atlanta Estate Planning Council. Tom has been a long time provider of Continuing Education for attorneys, CPAs, CFP®s, and investment and insurance professionals.