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Follow on Google News | Tom Tillery to Moderate AICPA Personal Financial Planning Boot Camp Virtual ClassThomas 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 November 3, 11, 18, 24, 2014.
Sessions include: 11/3 11:30 am ET PFP Fundamentals & Professional Responsibilities 11/3 2:30 pm ET Time Value of Money Concepts and Calculations 11/11 11:30 am ET Income Tax Planning 11/11 2:30 pm ET Estate & Charitable Planning 11/18 11:30 pm ET Retirement Planning and Employee Benefits 11/18 2:30 pm ET Investment Planning 11/24 11:30 pm ET Insurance Planning 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 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! Tom and his family reside in Kennesaw, Georgia. End
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