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Paraklete® Financial, Inc. Logo

Tom Tillery to Moderate AICPA Personal Financial Planning Boot Camp Virtual Class

Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will moderate the AICPA Personal Financial Planning Boot Camp hosted by AICPA’s PFP Division.

 
 
Tom Tillery 2014 1.25x1.25
Tom Tillery 2014 1.25x1.25
PRLog - May 9, 2014 - ATLANTA -- The AICPA's Personal Financial Planning Boot Camp helps CPAs prepare to take the PFS Exam and/or freshen their tax, estate, retirement, investment and insurance planning skills. Experienced instructor Tom Tillery leads this engaging, comprehensive overview of all topics on the Personal Financial Specialist (PFS) Exam, including the new AICPA PFP standards, with real-life scenarios and practical guidance. Class attendees have a 93% pass rate on the PFS Exam.

Paraklete® Financial, Inc. (PFI) 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.

Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF is Vice President  and Chief Compliance Officer of Paraklete® Financial, Inc.Paraklete® provides integrated fee-for-service financial planning without asset management or product sales.The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity.Mr. Tillery has more than 30 years of experience in personal financial planning, providing services to businesses and individuals.

Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary.He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council, National Association of Personal Financial Advisors (NAPFA) and the Society of Financial Service Professionals.

Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and on-line providers.Tom holds the singular position of being the only instructor who has moderated both the CFP® and CPA/PFS Live Reviews – his pass rate for both exams exceeds the national averages!  In his spare time Tom is also an Arbitrator for the Financial Industry Regulatory Authority.

Tom and his family reside in Kennesaw, Georgia.


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Source:Paraklete® Financial, Inc.
Location:Atlanta - Georgia - United States
Industry:Accounting, Finance
Tags:CPA/PFS, cfp, personal financial planning, aicpa, PFS Exam
Shortcut:prlog.org/12321474
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