Susan M. Tillery to speak at AICPA’s Personal Financial Planning Online Event

ATLANTA - Oct. 21, 2014 - PRLog -- Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc. (PFI) will be one of four featured panelists discussing how CPAs can break into a career of Personal Financial Planning, as well as expanding their existing practices with this service.

In session one of a 7-part series: From Tax Preparer to Personal Financial Planner: The Road Best Traveled, the panel of CPA financial planners will share the following:

• The path that each of these CPAs took to achieve the career of their dreams
• What it means to be a CPA financial planner
• Business opportunities
• How to gain competence and confidence through education, experience, and   PFP standards
• How to provide this value-added service to your existing tax client base
• Keys to success

Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Susan’s firm provides integrated fee-for-service financial planning.  Paraklete® Financial, Inc’s focus is on independence and objectivity. The firm acts as An Advocate in Financial Services® for its clients and therefore, does not manage assets or sell products.

Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms provides the framework for Paraklete.

Susan earned both her bachelor’s and master’s degrees in Accounting from the University of Georgia. She holds the professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).

Susan is a member of both the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is a member of the AICPA Personal Financial Planning Credentials Committee and the GSCPA Estate and Financial Planning Committee. She has served as past Vice Chair for the Board of Directors for Partnership against Domestic Violence, as well as for Royal Treasure (an organization that energizes, motivates and educates women to be excellent biblical stewards).

Ms. Tillery speaks on the topics of: Financial Planning, CPA’s and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. She and her family reside in Kennesaw, Georgia.