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Paraklete® Financial, Inc. Logo

Thomas N. Tillery to present keynote speech at Cetara Wealth Management University, Las Vegas

Realty Capital Securities sponsors Thomas N. Tillery as the keynote speaker at the Cetara Wealth Management University, Las Vegas, NV, August 12-13, 2014.

 
 
Tom Tillery 2014 1.25x1.25
Tom Tillery 2014 1.25x1.25
PRLog - Aug. 5, 2014 - ATLANTA -- Thomas N. Tillery will present "Been There, Done That!: A Trail Guide to Planning with the Affluent" in the keynote address.

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® 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:personal financial planning, CPA/PFS, cfp, Cetara Advisors, wealth management
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