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Colorado Society of CPAs to host AICPA's Personal Financial Planning Boot Camp Taught by Tom Tillery

Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs.

 
 
Tom Tillery 2014 1.25x1.25
Tom Tillery 2014 1.25x1.25
PRLog - May 12, 2014 - ATLANTA -- This class is an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process. By illustrating concepts with real-life scenarios, the instructor will both improve your retention for the Personal Financial Specialist (PFS) credential exam and enable you to increase productivity and income back in your office. The course uses the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.

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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Contact Email:
***@parakletefinancial.com Email Verified
Source:Paraklete® Financial, Inc.
City/Town:Atlanta - Georgia - United States
Industry:Accounting, Finance
Tags:CPA/PFS, cfp, personal financial planning, aicpa, PFS Exam
Shortcut:prlog.org/12321510
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