Tom Tillery to Present 'IDGT(s): Intentionally Doing Great Things

KENNESAW, Ga. - June 12, 2013 - PRLog -- Paraklete Financial, Inc.(PFI) will be hosting a Continuing Education event on Friday, June 14, 2013. Tom Tillery, Vice President of PFI, will be presenting 'IDGTs: Intentionally Doing Great Things' The course is approved for 2 hours of CPE and CE.

This class will provide a review of the history of Intentionally Defective Grantor Trusts (IDGTs). Attendees will discover how to utilize IDGTs to address client estate planning objectives and increase their understanding of the tax implications of IDGTs. Finally, participants will increase their ability to understand, analyze and apply IDGTs in their client's estate plan.

Paraklete® Financial, Inc. is a "true fee-only" financial planning firm. PFI provides integrated financial planning services to individuals and families, businesses, estates, trusts, charities and foundations without managing assets and without selling products. The firm also assists CPAs around the country with the integration of holistic 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 Counselor (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.