The personal financial planning needs of the affluent have not changed over time. Yes, the terrain is different; but their fundamental needs are consistent: cash flow, risk management, investment planning , tax management, and estate planning. This presentation will provide practitioners with a "Trail Guide" for working with affluent clients. Tom will review time tested solutions to issues facing the wealthy. The presentation is populated with practical illustrations and anecdotes from his 30+ years in this arena. Attendees are encouraged to interact and create action plans to: implement with existing clients, to cultivate new clients, and to take their practices up a 'notch.'
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete®
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.